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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.76
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.61B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Sep 06, 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 MVCAX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TRVRX (1.62B). TRVRX pays higher dividends than MVCAX: TRVRX (1.33) vs MVCAX (0.84). MVCAX was incepted earlier than TRVRX: MVCAX (24 years) vs TRVRX (23 years). MVCAX (1.00) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). TRVRX has a lower initial minimum investment than MVCAX: TRVRX (0) vs MVCAX (1000). TRVRX annual gain was more profitable for investors over the last year : 4.68 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. TRVRX (37.65).
| MVCAX | TRVRX | MVCAX / TRVRX | |
| Total Expense Ratio | 0.99 | 0.71 | 139% |
| Annual Report Gross Expense Ratio | 1.00 | 0.71 | 141% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 5.508 | 7.147 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.62B | 1,071% |
| Annual Yield % from dividends | 0.84 | 1.33 | 63% |
| Returns for 1 year | -2.57 | 4.68 | -55% |
| Returns for 3 years | 18.36 | 14.02 | 131% |
| Returns for 5 years | 52.00 | 37.65 | 138% |
| Returns for 10 years | 75.57 | -11.52 | -656% |
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