TVRRX
Price
$85.01
Change
+$0.79 (+0.94%)
Updated
Jul 25 closing price
Net Assets
499.46M
VIMSX
Price
$79.10
Change
+$0.60 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
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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$85.01
Change+$0.79 (+0.94%)
VolumeN/A
Net Assets499.46M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
TVRRX vs VIMSX Comparison Chart in %
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TVRRX vs. VIMSX commentary
Jul 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. TVRRX (499M). VIMSX pays higher dividends than TVRRX: VIMSX (1.40) 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 : 17.91 vs. TVRRX (11.11). VIMSX return over 5 years is better than : 70.78 vs. TVRRX (17.01).
TVRRXVIMSXTVRRX / VIMSX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.870.171,100%
Fund Existence21 years27 years-
Gain YTD1.6269.81817%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets499M192B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year11.1117.9162%
Returns for 3 years34.3042.0782%
Returns for 5 years17.0170.7824%
Returns for 10 years57.84132.4844%
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