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TVRFX vs VMCPX
TVRFX vs VMCPX Comparison
Open Charts TVRFX vs VMCPX
Thornburg Small/Mid Cap Core R3
Price$79.27
Change+$1.11 (+1.42%)
VolumeN/A
Net Assets476.59M
Vanguard Mid Cap Index InstitutionalPlus
Price$398.15
Change+$1.84 (+0.46%)
VolumeN/A
Net Assets201.28B
TVRFX vs VMCPX Comparison Chart in %
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TVRFX vs. VMCPX commentary
Oct 10, 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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. TVRFX (477M). VMCPX pays higher dividends than TVRFX: VMCPX (1.50) vs TVRFX (0.00). TVRFX was incepted earlier than VMCPX: TVRFX (22 years) vs VMCPX (15 years). TVRFX (1.88) is less costly to investors than VMCPX (0.03). TVRFX is a more actively managed with annual turnover of: 32.79 vs. VMCPX (16.00). TVRFX has a lower initial minimum investment than VMCPX: TVRFX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 12.00 vs. TVRFX (3.19). VMCPX return over 5 years is better than : 60.00 vs. TVRFX (1.66).
| TVRFX | VMCPX | TVRFX / VMCPX | |
| Total Expense Ratio | 1.31 | 0.03 | 4,367% |
| Annual Report Gross Expense Ratio | 1.88 | 0.03 | 6,267% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 0.126 | 11.392 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 201B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 3.19 | 12.00 | 27% |
| Returns for 3 years | 38.88 | 53.85 | 72% |
| Returns for 5 years | 1.66 | 60.00 | 3% |
| Returns for 10 years | 57.99 | 144.63 | 40% |
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