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JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$30.23
Change-$0.05 (-0.17%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.78
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
JVMAX vs TRVRX Comparison Chart
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JVMAX vs. TRVRX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. TRVRX (1.94B). TRVRX pays higher dividends than JVMAX: TRVRX (1.28) vs JVMAX (0.67). JVMAX was incepted earlier than TRVRX: JVMAX (27 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. JVMAX (41.00). 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 : 35.59 vs. JVMAX (26.31). JVMAX return over 5 years is better than : 45.97 vs. TRVRX (1.47).
| JVMAX | TRVRX | JVMAX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 16.506 | 21.091 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.94B | 1,251% |
| Annual Yield % from dividends | 0.67 | 1.28 | 52% |
| Returns for 1 year | 26.31 | 35.59 | 74% |
| Returns for 3 years | 8.34 | -6.93 | -120% |
| Returns for 5 years | 45.97 | 1.47 | 3,131% |
| Returns for 10 years | 61.05 | -15.19 | -402% |
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