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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.63
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.6B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. TRVRX (1.6B). TRVRX pays higher dividends than MVCAX: TRVRX (1.33) vs MVCAX (0.84). 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 : 1.76 vs. MVCAX (-6.10). MVCAX return over 5 years is better than : 56.19 vs. TRVRX (43.90).
| 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 | 4.205 | 7.033 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.6B | 1,063% |
| Annual Yield % from dividends | 0.84 | 1.33 | 63% |
| Returns for 1 year | -6.10 | 1.76 | -346% |
| Returns for 3 years | 26.74 | 24.07 | 111% |
| Returns for 5 years | 56.19 | 43.90 | 128% |
| Returns for 10 years | 83.74 | -7.12 | -1,177% |
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