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JVMTX vs TRVHX
JVMTX vs TRVHX Comparison
Open Charts JVMTX vs TRVHX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value I
Price$18.82
Change-$0.12 (-0.63%)
VolumeN/A
CapitalizationN/A
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JVMTX vs TRVHX Comparison Chart
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JVMTX vs. TRVHX commentary
Sep 21, 2024
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 JVMTX is a Buy and TRVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. TRVHX (1.82B). TRVHX pays higher dividends than JVMTX: TRVHX (1.41) vs JVMTX (0.73). JVMTX was incepted earlier than TRVHX: JVMTX (11 years) vs TRVHX (9 years). TRVHX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than TRVHX: JVMTX (0) vs TRVHX (100000). TRVHX annual gain was more profitable for investors over the last year : 26.14 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. TRVHX (-1.67).
| JVMTX | TRVHX | JVMTX / TRVHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 11.010 | 14.477 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.82B | 1,284% |
| Annual Yield % from dividends | 0.73 | 1.41 | 52% |
| Returns for 1 year | 19.27 | 26.14 | 74% |
| Returns for 3 years | 13.38 | -2.44 | -549% |
| Returns for 5 years | 43.64 | -1.67 | -2,614% |
| Returns for 10 years | 63.34 | N/A | - |
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