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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Nuveen Mid Cap Value Retire
Price$18.63
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.6B
JVMRX vs TRVRX Comparison Chart in %
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JVMRX vs. TRVRX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. TRVRX (1.6B). 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 : 1.76 vs. JVMRX (-0.10). JVMRX return over 5 years is better than : 62.22 vs. TRVRX (43.90).
| 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 | 11.581 | 7.033 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.6B | 1,513% |
| Annual Yield % from dividends | 0.84 | 1.33 | 63% |
| Returns for 1 year | -0.10 | 1.76 | -5% |
| Returns for 3 years | 34.68 | 24.07 | 144% |
| Returns for 5 years | 62.22 | 43.90 | 142% |
| Returns for 10 years | 66.13 | -7.12 | -929% |
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