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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$15.86
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets1.59B
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Apr 19, 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: 15.5B vs. TRVRX (1.59B). TRVRX pays higher dividends than MVCAX: TRVRX (1.46) vs MVCAX (0.90). 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: 78.00 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 : -3.13 vs. MVCAX (-8.14). MVCAX return over 5 years is better than : 54.79 vs. TRVRX (30.86).
| 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 | -9.648 | -9.320 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.59B | 973% |
| Annual Yield % from dividends | 0.90 | 1.46 | 61% |
| Returns for 1 year | -8.14 | -3.13 | 260% |
| Returns for 3 years | -6.94 | -10.71 | 65% |
| Returns for 5 years | 54.79 | 30.86 | 178% |
| Returns for 10 years | 42.27 | -31.38 | -135% |
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