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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$29.95
Change-$0.06 (-0.20%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.78
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
JVMCX vs TRVRX Comparison Chart
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JVMCX 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 JVMCX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. TRVRX (1.94B). 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 : 35.59 vs. JVMCX (25.37). JVMCX return over 5 years is better than : 42.59 vs. TRVRX (1.47).
| 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 | 15.779 | 21.091 | 75% |
| 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 | 0.01 | 1.28 | 1% |
| Returns for 1 year | 25.37 | 35.59 | 71% |
| Returns for 3 years | 6.78 | -6.93 | -98% |
| Returns for 5 years | 42.59 | 1.47 | 2,900% |
| Returns for 10 years | 53.37 | -15.19 | -351% |
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