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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$15.86
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
TRVRX vs VMVAX Comparison Chart
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TRVRX vs. VMVAX commentary
Apr 19, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. TRVRX (1.59B). VMVAX pays higher dividends than TRVRX: VMVAX (2.33) vs TRVRX (1.46). TRVRX was incepted earlier than VMVAX: TRVRX (23 years) vs VMVAX (14 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 : 3.31 vs. TRVRX (-3.13). VMVAX return over 5 years is better than : 71.78 vs. TRVRX (30.86).
| 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 | 23 years | 14 years | - |
| Gain YTD | -9.320 | -6.328 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 29.9B | 5% |
| Annual Yield % from dividends | 1.46 | 2.33 | 63% |
| Returns for 1 year | -3.13 | 3.31 | -95% |
| Returns for 3 years | -10.71 | 2.13 | -503% |
| Returns for 5 years | 30.86 | 71.78 | 43% |
| Returns for 10 years | -31.38 | 66.45 | -47% |
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