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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.51
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.55B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Nov 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 Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. TRVRX (1.55B). TRVRX pays higher dividends than MVCAX: TRVRX (1.32) vs MVCAX (0.85). 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 : -4.61 vs. MVCAX (-10.74). MVCAX return over 5 years is better than : 32.02 vs. TRVRX (21.95).
| 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 | 1.825 | 5.546 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.55B | 1,058% |
| Annual Yield % from dividends | 0.85 | 1.32 | 65% |
| Returns for 1 year | -10.74 | -4.61 | 233% |
| Returns for 3 years | 9.71 | 8.42 | 115% |
| Returns for 5 years | 32.02 | 21.95 | 146% |
| Returns for 10 years | 66.32 | -14.19 | -467% |
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