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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$26.22
Change-$0.18 (-0.68%)
VolumeN/A
Net Assets21.88B
Nuveen Mid Cap Value Retire
Price$17.53
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.63B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.9B vs. TRVRX (1.63B). TRVRX pays higher dividends than JVMCX: TRVRX (1.44) 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 : 2.25 vs. JVMCX (-1.93). JVMCX return over 5 years is better than : 55.59 vs. TRVRX (42.32).
| 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 | 4.348 | 1.086 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 1.63B | 1,343% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | -1.93 | 2.25 | -86% |
| Returns for 3 years | 14.70 | 11.18 | 132% |
| Returns for 5 years | 55.59 | 42.32 | 131% |
| Returns for 10 years | 28.68 | -23.08 | -124% |
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