TVRFX
Price
$78.02
Change
-$0.52 (-0.66%)
Updated
Aug 15 closing price
Net Assets
482.58M
VIMAX
Price
$353.82
Change
-$0.86 (-0.24%)
Updated
Aug 15 closing price
Net Assets
196.76B
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TVRFX vs VIMAX

Header iconTVRFX vs VIMAX Comparison
Open Charts TVRFX vs VIMAXBanner chart's image
Thornburg Small/Mid Cap Core R3
Price$78.02
Change-$0.52 (-0.66%)
VolumeN/A
Net Assets482.58M
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
TVRFX vs VIMAX Comparison Chart in %
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TVRFX vs. VIMAX commentary
Aug 19, 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 TVRFX is a Hold and VIMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. TVRFX (483M). VIMAX pays higher dividends than TVRFX: VIMAX (1.49) vs TVRFX (0.00). TVRFX was incepted earlier than VIMAX: TVRFX (22 years) vs VIMAX (24 years). TVRFX (1.88) is less costly to investors than VIMAX (0.05). TVRFX is a more actively managed with annual turnover of: 32.79 vs. VIMAX (16.00). TVRFX has a lower initial minimum investment than VIMAX: TVRFX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 14.33 vs. TVRFX (5.69). VIMAX return over 5 years is better than : 62.28 vs. TVRFX (4.40).
TVRFXVIMAXTVRFX / VIMAX
Total Expense Ratio1.310.052,620%
Annual Report Gross Expense Ratio1.880.053,760%
Fund Existence22 years24 years-
Gain YTD-1.4538.313-17%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets483M197B0%
Annual Yield % from dividends0.001.49-
Returns for 1 year5.6914.3340%
Returns for 3 years19.1726.4572%
Returns for 5 years4.4062.287%
Returns for 10 years46.99125.2438%
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