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TVRRX vs VIMSX
TVRRX vs VIMSX Comparison
Open Charts TVRRX vs VIMSX
Thornburg Small/Mid Cap Core R5
Price$87.83
Change-$1.05 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.67
Change-$0.63 (-0.84%)
VolumeN/A
CapitalizationN/A
TVRRX vs VIMSX Comparison Chart
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TVRRX vs. VIMSX commentary
Dec 19, 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 TVRRX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. TVRRX (605M). 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). TVRRX annual gain was more profitable for investors over the last year : 27.96 vs. VIMSX (18.82). VIMSX return over 5 years is better than : 55.65 vs. TVRRX (11.20).
| 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 | 25.903 | 17.795 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 190B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 27.96 | 18.82 | 149% |
| Returns for 3 years | 21.19 | 11.34 | 187% |
| Returns for 5 years | 11.20 | 55.65 | 20% |
| Returns for 10 years | 75.76 | 125.26 | 60% |