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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$23.30
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
Nuveen Mid Cap Value Retire
Price$15.86
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets1.59B
JVMCX vs TRVRX Comparison Chart
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JVMCX vs. TRVRX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.6B vs. TRVRX (1.59B). TRVRX pays higher dividends than JVMCX: TRVRX (1.46) 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). TRVRX is a more actively managed with annual turnover of: 78.00 vs. JVMCX (47.00). 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 : -3.13 vs. JVMCX (-11.68). JVMCX return over 5 years is better than : 43.32 vs. TRVRX (30.86).
| 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 | -7.905 | -9.320 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.59B | 1,230% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -11.68 | -3.13 | 373% |
| Returns for 3 years | -9.71 | -10.71 | 91% |
| Returns for 5 years | 43.32 | 30.86 | 140% |
| Returns for 10 years | 13.62 | -31.38 | -43% |
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