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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
Nuveen Mid Cap Value Retire
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets1.68B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Jul 27, 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 Buy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. TRVRX (1.68B). TRVRX pays higher dividends than JVMCX: TRVRX (1.39) vs JVMCX (0.00). JVMCX was incepted earlier than TRVRX: JVMCX (14 years) vs TRVRX (23 years). JVMCX (1.88) is less costly to investors than TRVRX (0.71). JVMCX (49.00) and TRVRX (48.00) have comparable annual turnover. 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 : 4.03 vs. JVMCX (-0.47). JVMCX return over 5 years is better than : 50.96 vs. TRVRX (39.52).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | 1.87 | 0.71 | 263% |
| Annual Report Gross Expense Ratio | 1.88 | 0.71 | 265% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.696 | 5.660 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.68B | 1,374% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -0.47 | 4.03 | -12% |
| Returns for 3 years | 17.84 | 13.65 | 131% |
| Returns for 5 years | 50.96 | 39.52 | 129% |
| Returns for 10 years | 37.38 | -16.82 | -222% |
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