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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Nuveen Mid Cap Value Retire
Price$18.46
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.54B
JVMRX vs TRVRX Comparison Chart in %
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JVMRX vs. TRVRX commentary
Nov 20, 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 Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. TRVRX (1.54B). TRVRX pays higher dividends than JVMRX: TRVRX (1.32) vs JVMRX (0.85). JVMRX was incepted earlier than TRVRX: JVMRX (14 years) vs TRVRX (23 years). JVMRX (0.75) 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 : -4.26 vs. JVMRX (-6.35). JVMRX return over 5 years is better than : 33.25 vs. TRVRX (22.82).
| JVMRX | TRVRX | JVMRX / TRVRX | |
| Total Expense Ratio | 0.74 | 0.71 | 104% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.906 | 5.832 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.54B | 1,531% |
| Annual Yield % from dividends | 0.85 | 1.32 | 65% |
| Returns for 1 year | -6.35 | -4.26 | 149% |
| Returns for 3 years | 12.97 | 8.71 | 149% |
| Returns for 5 years | 33.25 | 22.82 | 146% |
| Returns for 10 years | 46.00 | -13.96 | -329% |
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