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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.24
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.9B
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Jan 31, 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: 17.6B vs. TRVRX (1.9B). TRVRX pays higher dividends than MVCAX: TRVRX (1.28) vs MVCAX (1.16). MVCAX was incepted earlier than TRVRX: MVCAX (23 years) vs TRVRX (22 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. MVCAX (19.00). 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 : 14.39 vs. MVCAX (9.88). MVCAX return over 5 years is better than : 37.75 vs. TRVRX (11.22).
| MVCAX | TRVRX | MVCAX / TRVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 4.172 | 3.659 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.9B | 929% |
| Annual Yield % from dividends | 1.16 | 1.28 | 91% |
| Returns for 1 year | 9.88 | 14.39 | 69% |
| Returns for 3 years | 6.84 | 2.23 | 307% |
| Returns for 5 years | 37.75 | 11.22 | 337% |
| Returns for 10 years | 74.85 | -17.74 | -422% |
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