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TVRRX vs VMCPX
TVRRX vs VMCPX Comparison
Open Charts TVRRX vs VMCPX
Thornburg Small/Mid Cap Core R5
Price$70.81
Change+$1.47 (+2.12%)
VolumeN/A
Net Assets426.62M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
TVRRX vs VMCPX Comparison Chart
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TVRRX vs. VMCPX commentary
Apr 25, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. TVRRX (427M). VMCPX pays higher dividends than TVRRX: VMCPX (1.61) vs TVRRX (0.00). TVRRX was incepted earlier than VMCPX: TVRRX (20 years) vs VMCPX (14 years). TVRRX (1.87) is less costly to investors than VMCPX (0.03). TVRRX is a more actively managed with annual turnover of: 46.19 vs. VMCPX (13.00). TVRRX has a lower initial minimum investment than VMCPX: TVRRX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. TVRRX (-5.39). VMCPX return over 5 years is better than : 71.15 vs. TVRRX (8.86).
| TVRRX | VMCPX | TVRRX / VMCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.87 | 0.03 | 6,233% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -17.107 | -6.503 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -5.39 | 3.36 | -160% |
| Returns for 3 years | -0.06 | 9.48 | -1% |
| Returns for 5 years | 8.86 | 71.15 | 12% |
| Returns for 10 years | 28.60 | 92.88 | 31% |