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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.65B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Aug 16, 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: 17.2B vs. TRVRX (1.65B). TRVRX pays higher dividends than MVCAX: TRVRX (1.38) vs MVCAX (0.86). 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 : 2.79 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. TRVRX (33.50).
| 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 | 3.325 | 4.860 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.65B | 1,044% |
| Annual Yield % from dividends | 0.86 | 1.38 | 62% |
| Returns for 1 year | -3.52 | 2.79 | -126% |
| Returns for 3 years | 6.81 | 2.69 | 254% |
| Returns for 5 years | 47.65 | 33.50 | 142% |
| Returns for 10 years | 63.09 | -18.74 | -337% |
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