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JVMTX vs TRVRX
JVMTX vs TRVRX Comparison
Open Charts JVMTX vs TRVRX
JHancock Disciplined Value Mid Cap R4
Price$31.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$19.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JVMTX vs TRVRX Comparison Chart
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JVMTX vs. TRVRX commentary
Nov 22, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. TRVRX (1.93B). 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 : 31.93 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. TRVRX (2.29).
| 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 | 16.533 | 22.134 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.93B | 1,236% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 21.93 | 31.93 | 69% |
| Returns for 3 years | 10.80 | -5.40 | -200% |
| Returns for 5 years | 47.50 | 2.29 | 2,072% |
| Returns for 10 years | 62.18 | -16.18 | -384% |
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