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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$18.24
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets1.9B
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
TRVRX vs VMVAX Comparison Chart
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TRVRX vs. VMVAX commentary
Jan 31, 2025
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 TRVRX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. TRVRX (1.9B). VMVAX pays higher dividends than TRVRX: VMVAX (2.14) vs TRVRX (1.28). TRVRX was incepted earlier than VMVAX: TRVRX (22 years) vs VMVAX (13 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. VMVAX (22.00). TRVRX has a lower initial minimum investment than VMVAX: TRVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 16.15 vs. TRVRX (14.39). VMVAX return over 5 years is better than : 42.66 vs. TRVRX (11.22).
| TRVRX | VMVAX | TRVRX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 3.659 | 2.232 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 30.1B | 6% |
| Annual Yield % from dividends | 1.28 | 2.14 | 60% |
| Returns for 1 year | 14.39 | 16.15 | 89% |
| Returns for 3 years | 2.23 | 13.83 | 16% |
| Returns for 5 years | 11.22 | 42.66 | 26% |
| Returns for 10 years | -17.74 | 90.92 | -20% |