Interact to see
Advertisement
Advertisement
MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$17.53
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.63B
MVCAX vs TRVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. TRVRX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. TRVRX (1.63B). TRVRX pays higher dividends than MVCAX: TRVRX (1.44) vs MVCAX (0.89). 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 : 2.25 vs. MVCAX (-2.41). MVCAX return over 5 years is better than : 60.78 vs. TRVRX (42.32).
| 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 | -0.098 | 1.086 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.63B | 1,036% |
| Annual Yield % from dividends | 0.89 | 1.44 | 62% |
| Returns for 1 year | -2.41 | 2.25 | -107% |
| Returns for 3 years | 13.87 | 11.18 | 124% |
| Returns for 5 years | 60.78 | 42.32 | 144% |
| Returns for 10 years | 56.41 | -23.08 | -244% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SILJ | 14.53 | 0.07 | +0.48% |
| Amplify Junior Silver Miners ETF | |||
| XMAR | 38.08 | 0.01 | +0.01% |
| FT Vest U.S. Eq Enh & ModBufETF-Mar | |||
| USHY | 37.31 | N/A | N/A |
| iShares Broad USD High Yield Corp Bd ETF | |||
| PYPY | 12.95 | -0.05 | -0.38% |
| YieldMax PYPL Option Income Strategy ETF | |||
| DFVX | 67.60 | -0.31 | -0.46% |
| Dimensional US Large Cap Vector ETF | |||