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TVRRX vs VIMSX
TVRRX vs VIMSX Comparison
Open Charts TVRRX vs VIMSX
Thornburg Small/Mid Cap Core R5
Price$79.38
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets473.3M
Vanguard Mid Cap Index Investor
Price$74.29
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets185.28B
TVRRX vs VIMSX Comparison Chart
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TVRRX vs. VIMSX commentary
Jun 07, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. TVRRX (473M). VIMSX pays higher dividends than TVRRX: VIMSX (1.40) vs TVRRX (0.00). TVRRX was incepted earlier than VIMSX: TVRRX (20 years) vs VIMSX (27 years). TVRRX (1.87) is less costly to investors than VIMSX (0.17). TVRRX is a more actively managed with annual turnover of: 32.79 vs. VIMSX (16.00). 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 : 11.82 vs. TVRRX (5.35). VIMSX return over 5 years is better than : 59.71 vs. TVRRX (8.67).
| TVRRX | VIMSX | TVRRX / VIMSX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.87 | 0.17 | 1,100% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -5.105 | 3.251 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 5.35 | 11.82 | 45% |
| Returns for 3 years | 16.08 | 25.42 | 63% |
| Returns for 5 years | 8.67 | 59.71 | 15% |
| Returns for 10 years | 47.25 | 116.64 | 41% |
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