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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$16.70
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets1.76B
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Mar 12, 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 StrongBuy and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRVRX (1.76B). TRVRX pays higher dividends than MVCAX: TRVRX (1.39) vs MVCAX (0.87). MVCAX was incepted earlier than TRVRX: MVCAX (24 years) vs TRVRX (22 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 : -0.45 vs. MVCAX (-5.58). MVCAX return over 5 years is better than : 78.70 vs. TRVRX (48.22).
| 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 | 22 years | - |
| Gain YTD | -4.042 | -3.945 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.76B | 953% |
| Annual Yield % from dividends | 0.87 | 1.39 | 63% |
| Returns for 1 year | -5.58 | -0.45 | 1,242% |
| Returns for 3 years | 2.34 | -1.33 | -176% |
| Returns for 5 years | 78.70 | 48.22 | 163% |
| Returns for 10 years | 56.43 | -25.53 | -221% |
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