Ad is loading...
Ad is loading...
JVMAX vs TRVRX
JVMAX vs TRVRX Comparison
Open Charts JVMAX vs TRVRX
JHancock Disciplined Value Mid Cap A
Price$30.25
Change+$0.39 (+1.31%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.92
Change+$0.29 (+1.48%)
VolumeN/A
CapitalizationN/A
JVMAX vs TRVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TRVRX commentary
Nov 22, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. TRVRX (1.93B). 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 : 31.93 vs. JVMAX (21.65). JVMAX return over 5 years is better than : 45.83 vs. TRVRX (2.29).
| 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 | 16.391 | 22.134 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.93B | 1,236% |
| Annual Yield % from dividends | 0.67 | 1.28 | 52% |
| Returns for 1 year | 21.65 | 31.93 | 68% |
| Returns for 3 years | 9.79 | -5.40 | -181% |
| Returns for 5 years | 45.83 | 2.29 | 1,999% |
| Returns for 10 years | 58.20 | -16.18 | -360% |
View a ticker or compare two or three
VS
VS
Ad is loading...