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JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
Nuveen Mid Cap Value Retire
Price$15.86
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets1.59B
JVMAX vs TRVRX Comparison Chart
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JVMAX vs. TRVRX commentary
Apr 19, 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 StrongBuy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. TRVRX (1.59B). TRVRX pays higher dividends than JVMAX: TRVRX (1.46) vs JVMAX (0.61). 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 is a more actively managed with annual turnover of: 78.00 vs. JVMAX (47.00). 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 : -3.13 vs. JVMAX (-10.96). JVMAX return over 5 years is better than : 46.80 vs. TRVRX (30.86).
| 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 | -7.710 | -9.320 | 83% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.59B | 1,230% |
| Annual Yield % from dividends | 0.61 | 1.46 | 42% |
| Returns for 1 year | -10.96 | -3.13 | 350% |
| Returns for 3 years | -8.30 | -10.71 | 77% |
| Returns for 5 years | 46.80 | 30.86 | 152% |
| Returns for 10 years | 19.44 | -31.38 | -62% |
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