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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$28.13
Change+$0.41 (+1.48%)
VolumeN/A
Net Assets24.3B
Nuveen Mid Cap Value Retire
Price$18.76
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.61B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Sep 06, 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: 24.3B vs. TRVRX (1.62B). TRVRX pays higher dividends than JVMCX: TRVRX (1.33) vs JVMCX (0.00). JVMCX was incepted earlier than TRVRX: JVMCX (14 years) vs TRVRX (23 years). JVMCX (1.86) 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 : 4.68 vs. JVMCX (1.15). JVMCX return over 5 years is better than : 47.92 vs. TRVRX (37.65).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | 1.85 | 0.71 | 261% |
| Annual Report Gross Expense Ratio | 1.86 | 0.71 | 262% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 11.186 | 7.147 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,505% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | 1.15 | 4.68 | 25% |
| Returns for 3 years | 21.16 | 14.02 | 151% |
| Returns for 5 years | 47.92 | 37.65 | 127% |
| Returns for 10 years | 44.95 | -11.52 | -390% |
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