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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$17.47
Change+$0.19 (+1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
TRVRX vs VMVAX Comparison Chart
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TRVRX vs. VMVAX commentary
Dec 24, 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 TRVRX is a Hold and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. TRVRX (1.83B). 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 : 13.95 vs. TRVRX (9.41). VMVAX return over 5 years is better than : 37.82 vs. TRVRX (3.91).
| 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 | 8.535 | 12.871 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 32.8B | 6% |
| Annual Yield % from dividends | 1.28 | 2.14 | 60% |
| Returns for 1 year | 9.41 | 13.95 | 67% |
| Returns for 3 years | -2.61 | 12.21 | -21% |
| Returns for 5 years | 3.91 | 37.82 | 10% |
| Returns for 10 years | -21.98 | 84.51 | -26% |
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