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TVRFX vs VMCPX
TVRFX vs VMCPX Comparison
Open Charts TVRFX vs VMCPX
Thornburg Small/Mid Cap Core R3
Price$78.02
Change-$0.52 (-0.66%)
VolumeN/A
Net Assets482.58M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
TVRFX vs VMCPX Comparison Chart in %
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TVRFX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. TVRFX (483M). VMCPX pays higher dividends than TVRFX: VMCPX (1.51) vs TVRFX (0.00). TVRFX was incepted earlier than VMCPX: TVRFX (22 years) vs VMCPX (15 years). TVRFX (1.88) is less costly to investors than VMCPX (0.03). TVRFX is a more actively managed with annual turnover of: 32.79 vs. VMCPX (16.00). TVRFX has a lower initial minimum investment than VMCPX: TVRFX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. TVRFX (5.69). VMCPX return over 5 years is better than : 62.30 vs. TVRFX (4.40).
| TVRFX | VMCPX | TVRFX / VMCPX | |
| Total Expense Ratio | 1.31 | 0.03 | 4,367% |
| Annual Report Gross Expense Ratio | 1.88 | 0.03 | 6,267% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | -1.453 | 8.316 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 5.69 | 14.33 | 40% |
| Returns for 3 years | 19.17 | 26.46 | 72% |
| Returns for 5 years | 4.40 | 62.30 | 7% |
| Returns for 10 years | 46.99 | 125.31 | 38% |
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