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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
Nuveen Mid Cap Value Retire
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets1.67B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Jul 06, 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 JVMCX is a StrongBuy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. TRVRX (1.67B). TRVRX pays higher dividends than JVMCX: TRVRX (1.39) vs JVMCX (0.00). JVMCX was incepted earlier than TRVRX: JVMCX (14 years) vs TRVRX (23 years). JVMCX (1.88) is less costly to investors than TRVRX (0.71). TRVRX (48.00) and JVMCX (47.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMCX: TRVRX (0) vs JVMCX (1000). TRVRX annual gain was more profitable for investors over the last year : 5.50 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. TRVRX (41.68).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | 1.87 | 0.71 | 263% |
| Annual Report Gross Expense Ratio | 1.88 | 0.71 | 265% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 7.905 | 4.231 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.67B | 1,350% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | 1.79 | 5.50 | 33% |
| Returns for 3 years | 20.12 | 15.34 | 131% |
| Returns for 5 years | 55.49 | 41.68 | 133% |
| Returns for 10 years | 35.64 | -18.96 | -188% |
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