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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-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
JVMIX vs TRVRX Comparison Chart
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JVMIX 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 JVMIX is a StrongBuy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. TRVRX (1.64B). TRVRX pays higher dividends than JVMIX: TRVRX (1.44) vs JVMIX (0.80). JVMIX was incepted earlier than TRVRX: JVMIX (28 years) vs TRVRX (23 years). JVMIX (0.88) is less costly to investors than TRVRX (0.71). TRVRX (48.00) and JVMIX (47.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMIX: TRVRX (0) vs JVMIX (250000). TRVRX annual gain was more profitable for investors over the last year : -0.06 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. TRVRX (34.73).
| JVMIX | TRVRX | JVMIX / TRVRX | |
| Total Expense Ratio | 0.87 | 0.71 | 123% |
| Annual Report Gross Expense Ratio | 0.88 | 0.71 | 124% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.486 | -1.029 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.64B | 1,309% |
| Annual Yield % from dividends | 0.80 | 1.44 | 56% |
| Returns for 1 year | -2.87 | -0.06 | 5,014% |
| Returns for 3 years | 16.82 | 10.53 | 160% |
| Returns for 5 years | 52.19 | 34.73 | 150% |
| Returns for 10 years | 36.89 | -24.99 | -148% |
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