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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.76B
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.65B
JVMRX vs TRVRX Comparison Chart in %
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JVMRX vs. TRVRX commentary
Aug 16, 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 JVMRX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. TRVRX (1.65B). TRVRX pays higher dividends than JVMRX: TRVRX (1.38) vs JVMRX (0.86). JVMRX was incepted earlier than TRVRX: JVMRX (14 years) vs TRVRX (23 years). JVMRX (0.76) is less costly to investors than TRVRX (0.71). JVMRX (49.00) and TRVRX (48.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMRX: TRVRX (0) vs JVMRX (1000000). TRVRX annual gain was more profitable for investors over the last year : 2.79 vs. JVMRX (1.62). JVMRX return over 5 years is better than : 51.75 vs. TRVRX (33.50).
| JVMRX | TRVRX | JVMRX / TRVRX | |
| Total Expense Ratio | 0.75 | 0.71 | 106% |
| Annual Report Gross Expense Ratio | 0.76 | 0.71 | 107% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.874 | 4.860 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.65B | 1,445% |
| Annual Yield % from dividends | 0.86 | 1.38 | 63% |
| Returns for 1 year | 1.62 | 2.79 | 58% |
| Returns for 3 years | 13.01 | 2.69 | 484% |
| Returns for 5 years | 51.75 | 33.50 | 154% |
| Returns for 10 years | 47.26 | -18.74 | -252% |
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