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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Nuveen Mid Cap Value Retire
Price$18.51
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.55B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Nov 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 JVMIX is a Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. TRVRX (1.55B). TRVRX pays higher dividends than JVMIX: TRVRX (1.32) vs JVMIX (0.75). 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 : -4.61 vs. JVMIX (-7.00). JVMIX return over 5 years is better than : 31.58 vs. TRVRX (21.95).
| 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 | 7.607 | 5.546 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.55B | 1,510% |
| Annual Yield % from dividends | 0.75 | 1.32 | 57% |
| Returns for 1 year | -7.00 | -4.61 | 152% |
| Returns for 3 years | 12.51 | 8.42 | 149% |
| Returns for 5 years | 31.58 | 21.95 | 144% |
| Returns for 10 years | 44.83 | -14.19 | -316% |
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