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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$82.11
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets587.98M
Vanguard Mid Cap Index Investor
Price$74.75
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TVRFX is a StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. TVRFX (588M). VIMSX pays higher dividends than TVRFX: VIMSX (1.38) vs TVRFX (0.00). TVRFX was incepted earlier than VIMSX: TVRFX (22 years) vs VIMSX (27 years). TVRFX is a more actively managed with annual turnover of: 46.19 vs. VIMSX (13.00). TVRFX has a lower initial minimum investment than VIMSX: TVRFX (0) vs VIMSX (3000). TVRFX annual gain was more profitable for investors over the last year : 27.94 vs. VIMSX (20.80). VIMSX return over 5 years is better than : 50.59 vs. TVRFX (3.42).
| TVRFX | VIMSX | TVRFX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 3.714 | 3.719 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 177B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 27.94 | 20.80 | 134% |
| Returns for 3 years | 17.40 | 15.25 | 114% |
| Returns for 5 years | 3.42 | 50.59 | 7% |
| Returns for 10 years | 70.46 | 130.18 | 54% |
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