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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
Nuveen Mid Cap Value Retire
Price$18.76
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.61B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX 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 JVMIX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. TRVRX (1.62B). TRVRX pays higher dividends than JVMIX: TRVRX (1.33) vs JVMIX (0.74). JVMIX was incepted earlier than TRVRX: JVMIX (28 years) vs TRVRX (23 years). JVMIX (0.86) is less costly to investors than TRVRX (0.71). JVMIX (49.00) and TRVRX (48.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMIX: TRVRX (0) vs JVMIX (250000). TRVRX annual gain was more profitable for investors over the last year : 4.68 vs. JVMIX (2.87). JVMIX return over 5 years is better than : 54.81 vs. TRVRX (37.65).
| JVMIX | TRVRX | JVMIX / TRVRX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 11.948 | 7.147 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,505% |
| Annual Yield % from dividends | 0.74 | 1.33 | 56% |
| Returns for 1 year | 2.87 | 4.68 | 61% |
| Returns for 3 years | 24.90 | 14.02 | 178% |
| Returns for 5 years | 54.81 | 37.65 | 146% |
| Returns for 10 years | 58.55 | -11.52 | -508% |
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