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TVRRX vs VIMSX
TVRRX vs VIMSX Comparison
Open Charts TVRRX vs VIMSX
Thornburg Small/Mid Cap Core R5
Price$81.04
Change-$2.46 (-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
TVRRX vs VIMSX Comparison Chart
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TVRRX 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 TVRRX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. TVRRX (538M). VIMSX pays higher dividends than TVRRX: VIMSX (1.38) vs TVRRX (0.00). TVRRX was incepted earlier than VIMSX: TVRRX (20 years) vs VIMSX (27 years). TVRRX is a more actively managed with annual turnover of: 46.19 vs. VIMSX (13.00). TVRRX has a lower initial minimum investment than VIMSX: TVRRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.03 vs. TVRRX (12.76). VIMSX return over 5 years is better than : 48.34 vs. TVRRX (1.13).
| TVRRX | VIMSX | TVRRX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -3.120 | 2.456 | -127% |
| 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 | 12.76 | 14.03 | 91% |
| Returns for 3 years | 16.70 | 19.64 | 85% |
| Returns for 5 years | 1.13 | 48.34 | 2% |
| Returns for 10 years | 55.64 | 114.05 | 49% |