TVRRX
Price
$82.62
Change
-$0.55 (-0.66%)
Updated
Aug 15 closing price
Net Assets
482.58M
VIMSX
Price
$78.00
Change
-$0.19 (-0.24%)
Updated
Aug 15 closing price
Net Assets
196.76B
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TVRRX vs VIMSX

Header iconTVRRX vs VIMSX Comparison
Open Charts TVRRX vs VIMSXBanner chart's image
Thornburg Small/Mid Cap Core R5
Price$82.62
Change-$0.55 (-0.66%)
VolumeN/A
Net Assets482.58M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
TVRRX vs VIMSX Comparison Chart in %
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TVRRX vs. VIMSX commentary
Aug 18, 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 Hold and VIMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. TVRRX (483M). VIMSX pays higher dividends than TVRRX: VIMSX (1.37) vs TVRRX (0.00). TVRRX was incepted earlier than VIMSX: TVRRX (21 years) vs VIMSX (27 years). TVRRX (1.87) is less costly to investors than VIMSX (0.17). TVRRX is a more actively managed with annual turnover of: 32.79 vs. VIMSX (16.00). TVRRX has a lower initial minimum investment than VIMSX: TVRRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. TVRRX (6.07). VIMSX return over 5 years is better than : 62.16 vs. TVRRX (7.68).
TVRRXVIMSXTVRRX / VIMSX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.870.171,100%
Fund Existence21 years27 years-
Gain YTD-1.2318.291-15%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets483M197B0%
Annual Yield % from dividends0.001.37-
Returns for 1 year6.0714.3142%
Returns for 3 years20.4626.3978%
Returns for 5 years7.6862.1612%
Returns for 10 years52.32125.0942%
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