Ad is loading...
JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$26.45
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets23.09B
Nuveen Mid Cap Value Retire
Price$18.24
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.9B
JVMCX vs TRVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. TRVRX commentary
Jan 31, 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 JVMCX is a StrongBuy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. TRVRX (1.9B). TRVRX pays higher dividends than JVMCX: TRVRX (1.28) vs JVMCX (0.01). JVMCX was incepted earlier than TRVRX: JVMCX (13 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. JVMCX (41.00). TRVRX has a lower initial minimum investment than JVMCX: TRVRX (0) vs JVMCX (1000). TRVRX annual gain was more profitable for investors over the last year : 14.39 vs. JVMCX (2.82). JVMCX return over 5 years is better than : 25.49 vs. TRVRX (11.22).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 3.597 | 3.659 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.9B | 1,219% |
| Annual Yield % from dividends | 0.01 | 1.28 | 1% |
| Returns for 1 year | 2.82 | 14.39 | 20% |
| Returns for 3 years | 1.53 | 2.23 | 68% |
| Returns for 5 years | 25.49 | 11.22 | 227% |
| Returns for 10 years | 34.57 | -17.74 | -195% |
View a ticker or compare two or three
VS
VS
Ad is loading...