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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$19.78
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$67.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
TRVRX vs VMVIX Comparison Chart
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TRVRX vs. VMVIX commentary
Nov 14, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. TRVRX (1.94B). VMVIX pays higher dividends than TRVRX: VMVIX (2.03) vs TRVRX (1.28). TRVRX was incepted earlier than VMVIX: TRVRX (22 years) vs VMVIX (18 years). TRVRX is a more actively managed with annual turnover of: 78.00 vs. VMVIX (22.00). TRVRX has a lower initial minimum investment than VMVIX: TRVRX (0) vs VMVIX (3000). TRVRX annual gain was more profitable for investors over the last year : 35.59 vs. VMVIX (32.24). VMVIX return over 5 years is better than : 49.54 vs. TRVRX (1.47).
| TRVRX | VMVIX | TRVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 21.091 | 18.438 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 30.9B | 6% |
| Annual Yield % from dividends | 1.28 | 2.03 | 63% |
| Returns for 1 year | 35.59 | 32.24 | 110% |
| Returns for 3 years | -6.93 | 14.93 | -46% |
| Returns for 5 years | 1.47 | 49.54 | 3% |
| Returns for 10 years | -15.19 | 100.45 | -15% |
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