Ad is loading...
Ad is loading...
TRVHX vs VMVIX
TRVHX vs VMVIX Comparison
Open Charts TRVHX vs VMVIX
Nuveen Mid Cap Value I
Price$19.72
Change-$0.08 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
TRVHX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRVHX vs. VMVIX commentary
Nov 18, 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 StrongSell and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. TRVHX (1.92B). VMVIX pays higher dividends than TRVHX: VMVIX (2.03) vs TRVHX (1.41). TRVHX was incepted earlier than VMVIX: TRVHX (9 years) vs VMVIX (18 years). TRVHX is a more actively managed with annual turnover of: 78.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than TRVHX: VMVIX (3000) vs TRVHX (100000). TRVHX annual gain was more profitable for investors over the last year : 31.05 vs. VMVIX (27.06). VMVIX return over 5 years is better than : 47.37 vs. TRVHX (0.58).
| TRVHX | VMVIX | TRVHX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 19.951 | 17.315 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 30.9B | 6% |
| Annual Yield % from dividends | 1.41 | 2.03 | 69% |
| Returns for 1 year | 31.05 | 27.06 | 115% |
| Returns for 3 years | -7.71 | 13.52 | -57% |
| Returns for 5 years | 0.58 | 47.37 | 1% |
| Returns for 10 years | N/A | 96.63 | - |