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JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
CapitalizationN/A
JVMAX vs TRVRX Comparison Chart
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JVMAX vs. TRVRX commentary
Dec 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. TRVRX (1.83B). TRVRX pays higher dividends than JVMAX: TRVRX (1.28) vs JVMAX (0.67). JVMAX was incepted earlier than TRVRX: JVMAX (28 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 : 9.41 vs. JVMAX (-0.72). JVMAX return over 5 years is better than : 21.41 vs. TRVRX (3.91).
| JVMAX | TRVRX | JVMAX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | -1.441 | 8.535 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.83B | 1,108% |
| Annual Yield % from dividends | 0.67 | 1.28 | 52% |
| Returns for 1 year | -0.72 | 9.41 | -8% |
| Returns for 3 years | 1.07 | -2.61 | -41% |
| Returns for 5 years | 21.41 | 3.91 | 547% |
| Returns for 10 years | 34.67 | -21.98 | -158% |
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