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JVMIX vs TRVHX
JVMIX vs TRVHX Comparison
Open Charts JVMIX vs TRVHX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value I
Price$18.82
Change-$0.12 (-0.63%)
VolumeN/A
CapitalizationN/A
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JVMIX vs TRVHX Comparison Chart
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JVMIX vs. TRVHX commentary
Sep 21, 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 JVMIX is a Buy and TRVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. TRVHX (1.82B). TRVHX pays higher dividends than JVMIX: TRVHX (1.41) vs JVMIX (0.84). JVMIX was incepted earlier than TRVHX: JVMIX (27 years) vs TRVHX (9 years). TRVHX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (41.00). TRVHX has a lower initial minimum investment than JVMIX: TRVHX (100000) vs JVMIX (250000). TRVHX annual gain was more profitable for investors over the last year : 26.14 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. TRVHX (-1.67).
| JVMIX | TRVHX | JVMIX / TRVHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 11.144 | 14.477 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.82B | 1,284% |
| Annual Yield % from dividends | 0.84 | 1.41 | 60% |
| Returns for 1 year | 19.46 | 26.14 | 74% |
| Returns for 3 years | 13.73 | -2.44 | -563% |
| Returns for 5 years | 44.34 | -1.67 | -2,656% |
| Returns for 10 years | 64.87 | N/A | - |