Interact to see
Advertisement
Advertisement
JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.76B
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.65B
JVMCX vs TRVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. TRVRX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. TRVRX (1.65B). TRVRX pays higher dividends than JVMCX: TRVRX (1.38) 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 : 2.79 vs. JVMCX (-0.11). JVMCX return over 5 years is better than : 44.48 vs. TRVRX (33.50).
| 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 | 9.170 | 4.860 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.65B | 1,445% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -0.11 | 2.79 | -4% |
| Returns for 3 years | 9.40 | 2.69 | 350% |
| Returns for 5 years | 44.48 | 33.50 | 133% |
| Returns for 10 years | 33.90 | -18.74 | -181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement