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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$76.66
Change-$2.33 (-2.95%)
VolumeN/A
Net Assets538.37M
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Feb 23, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. TVRFX (538M). 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). VIMSX annual gain was more profitable for investors over the last year : 14.03 vs. TVRFX (12.36). VIMSX return over 5 years is better than : 48.34 vs. TVRFX (-1.95).
| 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 | -3.170 | 2.456 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 12.36 | 14.03 | 88% |
| Returns for 3 years | 15.46 | 19.64 | 79% |
| Returns for 5 years | -1.95 | 48.34 | -4% |
| Returns for 10 years | 50.18 | 114.05 | 44% |
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