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TRVHX vs VMVAX
TRVHX vs VMVAX Comparison
Open Charts TRVHX vs VMVAX
Nuveen Mid Cap Value I
Price$17.43
Change-$0.63 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
TRVHX vs VMVAX Comparison Chart
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TRVHX vs. VMVAX commentary
Dec 19, 2024
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 TRVHX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. TRVHX (1.88B). VMVAX pays higher dividends than TRVHX: VMVAX (2.14) vs TRVHX (1.41). TRVHX was incepted earlier than VMVAX: TRVHX (9 years) vs VMVAX (13 years). TRVHX is a more actively managed with annual turnover of: 78.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than TRVHX: VMVAX (3000) vs TRVHX (100000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. TRVHX (12.77). VMVAX return over 5 years is better than : 40.94 vs. TRVHX (7.92).
| TRVHX | VMVAX | TRVHX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 11.533 | 14.833 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 32.8B | 6% |
| Annual Yield % from dividends | 1.41 | 2.14 | 66% |
| Returns for 1 year | 12.77 | 15.41 | 83% |
| Returns for 3 years | 1.00 | 14.48 | 7% |
| Returns for 5 years | 7.92 | 40.94 | 19% |
| Returns for 10 years | N/A | 89.30 | - |
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