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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$17.25
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets1.7B
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. TRVRX (1.7B). TRVRX pays higher dividends than MVCAX: TRVRX (1.49) vs MVCAX (0.93). 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 : -0.97 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 73.81 vs. TRVRX (47.57).
| 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 | -1.108 | -1.258 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.7B | 1,002% |
| Annual Yield % from dividends | 0.93 | 1.49 | 63% |
| Returns for 1 year | -5.05 | -0.97 | 523% |
| Returns for 3 years | 7.74 | 3.61 | 214% |
| Returns for 5 years | 73.81 | 47.57 | 155% |
| Returns for 10 years | 54.38 | -25.52 | -213% |
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