TVRFX
Price
$78.02
Change
-$0.52 (-0.66%)
Updated
Aug 15 closing price
Net Assets
482.58M
VMCIX
Price
$78.16
Change
-$0.19 (-0.24%)
Updated
Aug 15 closing price
Net Assets
196.76B
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TVRFX vs VMCIX

Header iconTVRFX vs VMCIX Comparison
Open Charts TVRFX vs VMCIXBanner 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 Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
TVRFX vs VMCIX Comparison Chart in %
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TVRFX vs. VMCIX 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 VMCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. TVRFX (483M). VMCIX pays higher dividends than TVRFX: VMCIX (1.50) vs TVRFX (0.00). TVRFX was incepted earlier than VMCIX: TVRFX (22 years) vs VMCIX (27 years). TVRFX (1.88) is less costly to investors than VMCIX (0.04). TVRFX is a more actively managed with annual turnover of: 32.79 vs. VMCIX (16.00). TVRFX has a lower initial minimum investment than VMCIX: TVRFX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 14.33 vs. TVRFX (5.69). VMCIX return over 5 years is better than : 62.28 vs. TVRFX (4.40).
TVRFXVMCIXTVRFX / VMCIX
Total Expense Ratio1.310.043,275%
Annual Report Gross Expense Ratio1.880.044,700%
Fund Existence22 years27 years-
Gain YTD-1.4538.308-17%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets483M197B0%
Annual Yield % from dividends0.001.50-
Returns for 1 year5.6914.3340%
Returns for 3 years19.1726.4572%
Returns for 5 years4.4062.287%
Returns for 10 years46.99125.2938%
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