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TRVHX vs VMVIX
TRVHX vs VMVIX Comparison
Open Charts TRVHX vs VMVIX
Nuveen Mid Cap Value I
Price$17.43
Change-$0.63 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
TRVHX vs VMVIX Comparison Chart
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TRVHX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. TRVHX (1.88B). 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). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. TRVHX (12.77). VMVIX return over 5 years is better than : 40.88 vs. TRVHX (7.92).
| 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 | 11.533 | 14.787 | 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 | 2.03 | 69% |
| Returns for 1 year | 12.77 | 15.40 | 83% |
| Returns for 3 years | 1.00 | 14.45 | 7% |
| Returns for 5 years | 7.92 | 40.88 | 19% |
| Returns for 10 years | N/A | 89.09 | - |
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