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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.74B
Nuveen Mid Cap Value Retire
Price$18.51
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets1.55B
JVMCX vs TRVRX Comparison Chart in %
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JVMCX vs. TRVRX commentary
Oct 19, 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.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.7B vs. TRVRX (1.55B). TRVRX pays higher dividends than JVMCX: TRVRX (1.31) 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 : -2.41 vs. JVMCX (-6.45). JVMCX return over 5 years is better than : 40.87 vs. TRVRX (30.78).
| JVMCX | TRVRX | JVMCX / TRVRX | |
| Total Expense Ratio | 1.85 | 0.71 | 261% |
| Annual Report Gross Expense Ratio | 1.86 | 0.71 | 262% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.893 | 5.832 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.55B | 1,526% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -6.45 | -2.41 | 267% |
| Returns for 3 years | 21.60 | 15.55 | 139% |
| Returns for 5 years | 40.87 | 30.78 | 133% |
| Returns for 10 years | 38.46 | -14.73 | -261% |
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