Ad is loading...
TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$16.70
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets1.76B
Vanguard Mid-Cap Value Index Admiral
Price$82.22
Change-$1.06 (-1.27%)
VolumeN/A
Net Assets30.85B
TRVRX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRVRX vs. VMVAX commentary
Mar 12, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. TRVRX (1.76B). VMVAX pays higher dividends than TRVRX: VMVAX (2.06) vs TRVRX (1.39). TRVRX was incepted earlier than VMVAX: TRVRX (22 years) vs VMVAX (13 years). TRVRX (0.71) is less costly to investors than VMVAX (0.07). 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 : 6.00 vs. TRVRX (-0.45). VMVAX return over 5 years is better than : 97.82 vs. TRVRX (48.22).
| TRVRX | VMVAX | TRVRX / VMVAX | |
| Total Expense Ratio | 0.71 | 0.07 | 1,014% |
| Annual Report Gross Expense Ratio | 0.71 | 0.07 | 1,014% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | -3.945 | -0.609 | 648% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 30.8B | 6% |
| Annual Yield % from dividends | 1.39 | 2.06 | 67% |
| Returns for 1 year | -0.45 | 6.00 | -7% |
| Returns for 3 years | -1.33 | 13.86 | -10% |
| Returns for 5 years | 48.22 | 97.82 | 49% |
| Returns for 10 years | -25.53 | 82.07 | -31% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers