TVRRX
Price
$83.78
Change
+$0.64 (+0.77%)
Updated
Sep 26 closing price
Net Assets
483.86M
VIMSX
Price
$79.84
Change
+$0.88 (+1.11%)
Updated
Sep 26 closing price
Net Assets
199.16B
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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$83.78
Change+$0.64 (+0.77%)
VolumeN/A
Net Assets483.86M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
TVRRX vs VIMSX Comparison Chart in %
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TVRRX vs. VIMSX commentary
Sep 29, 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 VIMSX is a Hold.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. TVRRX (484M). VIMSX pays higher dividends than TVRRX: VIMSX (1.35) 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 : 11.57 vs. TVRRX (3.22). VIMSX return over 5 years is better than : 70.75 vs. TVRRX (12.63).
TVRRXVIMSXTVRRX / VIMSX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.870.171,100%
Fund Existence21 years27 years-
Gain YTD0.15510.8451%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets484M199B0%
Annual Yield % from dividends0.001.35-
Returns for 1 year3.2211.5728%
Returns for 3 years45.5155.7482%
Returns for 5 years12.6370.7518%
Returns for 10 years72.36160.6645%
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