JVMCX
Price
$27.78
Change
-$0.23 (-0.82%)
Updated
Sep 25 closing price
Net Assets
24.2B
TRVRX
Price
$18.63
Change
-$0.09 (-0.48%)
Updated
Sep 25 closing price
Net Assets
1.6B
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JVMCX vs TRVRX

Header iconJVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRXBanner chart's image
JHancock Disciplined Value Mid Cap C
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets24.2B
Nuveen Mid Cap Value Retire
Price$18.63
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.6B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Sep 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 JVMCX is a Hold and TRVRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. TRVRX (1.6B). TRVRX pays higher dividends than JVMCX: TRVRX (1.33) vs JVMCX (0.00). JVMCX was incepted earlier than TRVRX: JVMCX (14 years) vs TRVRX (23 years). JVMCX (1.86) is less costly to investors than TRVRX (0.71). JVMCX (49.00) and TRVRX (48.00) 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 : 0.52 vs. JVMCX (-2.63). JVMCX return over 5 years is better than : 53.17 vs. TRVRX (43.21).
JVMCXTRVRXJVMCX / TRVRX
Total Expense Ratio1.850.71261%
Annual Report Gross Expense Ratio1.860.71262%
Fund Existence14 years23 years-
Gain YTD9.8026.518150%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.2B1.6B1,513%
Annual Yield % from dividends0.001.33-
Returns for 1 year-2.630.52-506%
Returns for 3 years29.3523.63124%
Returns for 5 years53.1743.21123%
Returns for 10 years49.78-7.60-655%
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