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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$17.53
Change-$0.15 (-0.85%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Investor
Price$64.13
Change-$0.61 (-0.94%)
VolumeN/A
Net Assets29.95B
TRVRX vs VMVIX Comparison Chart in %
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TRVRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. TRVRX (1.63B). VMVIX pays higher dividends than TRVRX: VMVIX (2.19) vs TRVRX (1.44). TRVRX was incepted earlier than VMVIX: TRVRX (23 years) vs VMVIX (19 years). TRVRX (0.71) is less costly to investors than VMVIX (0.19). TRVRX is a more actively managed with annual turnover of: 48.00 vs. VMVIX (19.00). TRVRX has a lower initial minimum investment than VMVIX: TRVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 8.74 vs. TRVRX (2.25). VMVIX return over 5 years is better than : 80.01 vs. TRVRX (42.32).
| TRVRX | VMVIX | TRVRX / VMVIX | |
| Total Expense Ratio | 0.71 | 0.19 | 374% |
| Annual Report Gross Expense Ratio | 0.71 | 0.19 | 374% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 1.086 | 1.707 | 64% |
| 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 | 2.19 | 66% |
| Returns for 1 year | 2.25 | 8.74 | 26% |
| Returns for 3 years | 11.18 | 25.55 | 44% |
| Returns for 5 years | 42.32 | 80.01 | 53% |
| Returns for 10 years | -23.08 | 81.50 | -28% |
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