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JVMCX vs TRVRX
JVMCX vs TRVRX Comparison
Open Charts JVMCX vs TRVRX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Nuveen Mid Cap Value Retire
Price$17.31
Change-$0.19 (-1.09%)
VolumeN/A
Net Assets1.64B
JVMCX vs TRVRX Comparison Chart
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JVMCX vs. TRVRX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. TRVRX (1.64B). TRVRX pays higher dividends than JVMCX: TRVRX (1.44) 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 : -0.06 vs. JVMCX (-4.05). JVMCX return over 5 years is better than : 45.41 vs. TRVRX (34.73).
| 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 | 2.055 | -1.029 | -200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.64B | 1,309% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | -4.05 | -0.06 | 7,086% |
| Returns for 3 years | 13.31 | 10.53 | 126% |
| Returns for 5 years | 45.41 | 34.73 | 131% |
| Returns for 10 years | 25.18 | -24.99 | -101% |
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