Ad is loading...
TVRRX vs VIMSX
TVRRX vs VIMSX Comparison
Open Charts TVRRX vs VIMSX
Thornburg Small/Mid Cap Core R5
Price$71.60
Change+$6.68 (+10.29%)
VolumeN/A
Net Assets444.15M
Vanguard Mid Cap Index Investor
Price$65.41
Change-$2.07 (-3.07%)
VolumeN/A
Net Assets175.23B
TVRRX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVRRX vs. VIMSX commentary
Apr 11, 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: 175B vs. TVRRX (444M). VIMSX pays higher dividends than TVRRX: VIMSX (1.46) 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: 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 : -7.35 vs. TVRRX (-14.61). VIMSX return over 5 years is better than : 59.02 vs. TVRRX (2.98).
| 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 | -22.391 | -13.326 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -14.61 | -7.35 | 199% |
| Returns for 3 years | -9.66 | -2.21 | 438% |
| Returns for 5 years | 2.98 | 59.02 | 5% |
| Returns for 10 years | 22.72 | 78.54 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...