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JVMTX vs TRVRX
JVMTX vs TRVRX Comparison
Open Charts JVMTX vs TRVRX
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.78
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
JVMTX vs TRVRX Comparison Chart
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JVMTX vs. TRVRX commentary
Nov 14, 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 TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. TRVRX (1.94B). TRVRX pays higher dividends than JVMTX: TRVRX (1.28) vs JVMTX (0.73). JVMTX was incepted earlier than TRVRX: JVMTX (11 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (41.00). JVMTX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : 35.59 vs. JVMTX (26.66). JVMTX return over 5 years is better than : 47.64 vs. TRVRX (1.47).
| JVMTX | TRVRX | JVMTX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 16.642 | 21.091 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.94B | 1,251% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 26.66 | 35.59 | 75% |
| Returns for 3 years | 9.33 | -6.93 | -134% |
| Returns for 5 years | 47.64 | 1.47 | 3,244% |
| Returns for 10 years | 65.10 | -15.19 | -428% |
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