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JVMTX vs TRVRX
JVMTX vs TRVRX Comparison
Open Charts JVMTX vs TRVRX
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change+$0.33 (+1.11%)
VolumeN/A
CapitalizationN/A
Nuveen Mid Cap Value Retire
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
CapitalizationN/A
JVMTX vs TRVRX Comparison Chart
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JVMTX vs. TRVRX commentary
Dec 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. TRVRX (1.83B). 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. JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. TRVRX (9.41). JVMTX return over 5 years is better than : 38.08 vs. TRVRX (3.91).
| 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 | 11.074 | 8.535 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.83B | 1,108% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 11.85 | 9.41 | 126% |
| Returns for 3 years | 14.48 | -2.61 | -555% |
| Returns for 5 years | 38.08 | 3.91 | 973% |
| Returns for 10 years | 55.25 | -21.98 | -251% |
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