Ad is loading...
TRVHX vs VMVAX
TRVHX vs VMVAX Comparison
Open Charts TRVHX vs VMVAX
Nuveen Mid Cap Value I
Price$18.82
Change-$0.12 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
TRVHX vs VMVAX Comparison Chart
Loading...
TRVHX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. TRVHX (1.82B). 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). TRVHX (26.14) and VMVAX (25.35) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.82 vs. TRVHX (-1.67).
| 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 | 14.477 | 14.946 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 30.5B | 6% |
| Annual Yield % from dividends | 1.41 | 2.14 | 66% |
| Returns for 1 year | 26.14 | 25.35 | 103% |
| Returns for 3 years | -2.44 | 20.71 | -12% |
| Returns for 5 years | -1.67 | 48.82 | -3% |
| Returns for 10 years | N/A | 100.88 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...