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JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets21.61B
Nuveen Mid Cap Value Retire
Price$17.25
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets1.7B
JVMAX vs TRVRX Comparison Chart
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JVMAX vs. TRVRX commentary
May 15, 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 TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.6B vs. TRVRX (1.7B). TRVRX pays higher dividends than JVMAX: TRVRX (1.49) vs JVMAX (0.63). JVMAX was incepted earlier than TRVRX: JVMAX (28 years) vs TRVRX (23 years). JVMAX (1.13) is less costly to investors than TRVRX (0.71). TRVRX (48.00) and JVMAX (47.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMAX: TRVRX (0) vs JVMAX (1000). TRVRX annual gain was more profitable for investors over the last year : -0.97 vs. JVMAX (-5.35). JVMAX return over 5 years is better than : 67.34 vs. TRVRX (47.57).
| JVMAX | TRVRX | JVMAX / TRVRX | |
| Total Expense Ratio | 1.12 | 0.71 | 158% |
| Annual Report Gross Expense Ratio | 1.13 | 0.71 | 159% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.478 | -1.258 | -197% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 1.7B | 1,274% |
| Annual Yield % from dividends | 0.63 | 1.49 | 42% |
| Returns for 1 year | -5.35 | -0.97 | 554% |
| Returns for 3 years | 7.94 | 3.61 | 220% |
| Returns for 5 years | 67.34 | 47.57 | 142% |
| Returns for 10 years | 31.14 | -25.52 | -122% |
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