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JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$24.50
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets20.93B
Nuveen Mid Cap Value Retire
Price$16.70
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets1.76B
JVMAX vs TRVRX Comparison Chart
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JVMAX vs. TRVRX commentary
Mar 12, 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 Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. TRVRX (1.76B). TRVRX pays higher dividends than JVMAX: TRVRX (1.39) vs JVMAX (0.59). JVMAX was incepted earlier than TRVRX: JVMAX (28 years) vs TRVRX (22 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 : -0.45 vs. JVMAX (-9.53). JVMAX return over 5 years is better than : 68.15 vs. TRVRX (48.22).
| 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 | 22 years | - |
| Gain YTD | -2.754 | -3.945 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 1.76B | 1,186% |
| Annual Yield % from dividends | 0.59 | 1.39 | 43% |
| Returns for 1 year | -9.53 | -0.45 | 2,121% |
| Returns for 3 years | -0.54 | -1.33 | 41% |
| Returns for 5 years | 68.15 | 48.22 | 141% |
| Returns for 10 years | 28.32 | -25.53 | -111% |
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