Interact to see
Advertisement
Advertisement
TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$17.53
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Admiral
Price$84.39
Change-$0.81 (-0.95%)
VolumeN/A
Net Assets29.95B
TRVRX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRVRX vs. VMVAX commentary
Jun 27, 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: 29.9B vs. TRVRX (1.63B). VMVAX pays higher dividends than TRVRX: VMVAX (2.31) vs TRVRX (1.44). 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: 48.00 vs. VMVAX (19.00). 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 : 8.75 vs. TRVRX (2.25). VMVAX return over 5 years is better than : 80.18 vs. TRVRX (42.32).
| 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 | 1.086 | 1.745 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 29.9B | 5% |
| Annual Yield % from dividends | 1.44 | 2.31 | 62% |
| Returns for 1 year | 2.25 | 8.75 | 26% |
| Returns for 3 years | 11.18 | 25.64 | 44% |
| Returns for 5 years | 42.32 | 80.18 | 53% |
| Returns for 10 years | -23.08 | 81.62 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement