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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$25.36
Change-$2.99 (-10.55%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
CapitalizationN/A
JVMCX vs TRVRX Comparison Chart
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JVMCX vs. TRVRX commentary
Dec 24, 2024
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: 20.3B vs. TRVRX (1.83B). TRVRX pays higher dividends than JVMCX: TRVRX (1.28) vs JVMCX (0.01). JVMCX was incepted earlier than TRVRX: JVMCX (13 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. JVMCX (41.00). 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 : 9.41 vs. JVMCX (-1.52). JVMCX return over 5 years is better than : 18.48 vs. TRVRX (3.91).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | -2.199 | 8.535 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.83B | 1,108% |
| Annual Yield % from dividends | 0.01 | 1.28 | 1% |
| Returns for 1 year | -1.52 | 9.41 | -16% |
| Returns for 3 years | -0.46 | -2.61 | 17% |
| Returns for 5 years | 18.48 | 3.91 | 472% |
| Returns for 10 years | 28.05 | -21.98 | -128% |
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