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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$30.19
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
JVMRX vs TRVRX Comparison Chart in %
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JVMRX 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 JVMRX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. TRVRX (1.62B). TRVRX pays higher dividends than JVMRX: TRVRX (1.33) vs JVMRX (0.84). 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 : 4.68 vs. JVMRX (2.98). JVMRX return over 5 years is better than : 55.35 vs. TRVRX (37.65).
| 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 | 12.027 | 7.147 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.62B | 1,505% |
| Annual Yield % from dividends | 0.84 | 1.33 | 63% |
| Returns for 1 year | 2.98 | 4.68 | 64% |
| Returns for 3 years | 25.16 | 14.02 | 179% |
| Returns for 5 years | 55.35 | 37.65 | 147% |
| Returns for 10 years | 59.50 | -11.52 | -516% |
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