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JVMAX vs TRVPX
JVMAX vs TRVPX Comparison
Open Charts JVMAX vs TRVPX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Nuveen Mid Cap Value Premier
Price$16.31
Change-$1.00 (-5.78%)
VolumeN/A
Net Assets1.72B
JVMAX vs TRVPX Comparison Chart
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JVMAX vs. TRVPX commentary
Apr 04, 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 JVMAX is a Buy and TRVPX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. TRVPX (1.72B). TRVPX pays higher dividends than JVMAX: TRVPX (1.51) vs JVMAX (0.61). JVMAX was incepted earlier than TRVPX: JVMAX (28 years) vs TRVPX (16 years). JVMAX (1.13) is less costly to investors than TRVPX (0.61). TRVPX is a more actively managed with annual turnover of: 78.00 vs. JVMAX (47.00). TRVPX has a lower initial minimum investment than JVMAX: TRVPX (0) vs JVMAX (1000). TRVPX annual gain was more profitable for investors over the last year : -0.58 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. TRVPX (68.29).
| JVMAX | TRVPX | JVMAX / TRVPX | |
| Total Expense Ratio | 1.12 | 0.61 | 184% |
| Annual Report Gross Expense Ratio | 1.13 | 0.61 | 185% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -0.118 | -1.871 | 6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.72B | 1,243% |
| Annual Yield % from dividends | 0.61 | 1.51 | 41% |
| Returns for 1 year | -8.70 | -0.58 | 1,496% |
| Returns for 3 years | -2.01 | -4.06 | 49% |
| Returns for 5 years | 86.30 | 68.29 | 126% |
| Returns for 10 years | 28.82 | -25.03 | -115% |
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