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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
TVRFX vs VIMSX Comparison Chart in %
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TVRFX vs. VIMSX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 214B vs. TVRFX (495M). VIMSX pays higher dividends than TVRFX: VIMSX (1.25) vs TVRFX (0.00). TVRFX was incepted earlier than VIMSX: TVRFX (23 years) vs VIMSX (28 years). TVRFX (1.86) is less costly to investors than VIMSX (0.17). TVRFX is a more actively managed with annual turnover of: 23.05 vs. VIMSX (16.00). TVRFX has a lower initial minimum investment than VIMSX: TVRFX (0) vs VIMSX (3000). VIMSX (17.05) and TVRFX (16.40) have marching annual gain over last year. VIMSX return over 5 years is better than : 36.87 vs. TVRFX (-8.15).
| TVRFX | VIMSX | TVRFX / VIMSX | |
| Total Expense Ratio | 1.37 | 0.17 | 806% |
| Annual Report Gross Expense Ratio | 1.86 | 0.17 | 1,094% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 10.587 | 9.166 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 214B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 16.40 | 17.05 | 96% |
| Returns for 3 years | 47.87 | 51.64 | 93% |
| Returns for 5 years | -8.15 | 36.87 | -22% |
| Returns for 10 years | 70.41 | 158.89 | 44% |
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