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TRVHX vs VMVIX
TRVHX vs VMVIX Comparison
Open Charts TRVHX vs VMVIX
Nuveen Mid Cap Value I
Price$18.82
Change-$0.12 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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TRVHX vs VMVIX Comparison Chart
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TRVHX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. TRVHX (1.82B). 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 (26.14) and VMVIX (25.28) have marching annual gain over last year. VMVIX return over 5 years is better than : 48.72 vs. TRVHX (-1.67).
| 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 | 14.477 | 14.901 | 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 | 2.03 | 69% |
| Returns for 1 year | 26.14 | 25.28 | 103% |
| Returns for 3 years | -2.44 | 20.66 | -12% |
| Returns for 5 years | -1.67 | 48.72 | -3% |
| Returns for 10 years | N/A | 100.58 | - |
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