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TVRFX vs VMCPX
TVRFX vs VMCPX Comparison
Open Charts TVRFX vs VMCPX
Thornburg Small/Mid Cap Core R3
Price$76.72
Change-$0.54 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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TVRFX vs VMCPX Comparison Chart
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TVRFX vs. VMCPX commentary
Sep 21, 2024
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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. TVRFX (565M). VMCPX pays higher dividends than TVRFX: VMCPX (1.51) vs TVRFX (0.00). TVRFX was incepted earlier than VMCPX: TVRFX (21 years) vs VMCPX (14 years). TVRFX is a more actively managed with annual turnover of: 46.19 vs. VMCPX (13.00). TVRFX has a lower initial minimum investment than VMCPX: TVRFX (0) vs VMCPX (100000000). TVRFX annual gain was more profitable for investors over the last year : 23.09 vs. VMCPX (20.59). VMCPX return over 5 years is better than : 55.19 vs. TVRFX (4.43).
| TVRFX | VMCPX | TVRFX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 13.855 | 11.345 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 23.09 | 20.59 | 112% |
| Returns for 3 years | -22.68 | 6.81 | -333% |
| Returns for 5 years | 4.43 | 55.19 | 8% |
| Returns for 10 years | 56.15 | 122.22 | 46% |
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