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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$29.80
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Nuveen Mid Cap Value Retire
Price$18.63
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.6B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX 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 JVMIX is a Hold and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TRVRX (1.6B). TRVRX pays higher dividends than JVMIX: TRVRX (1.33) vs JVMIX (0.74). JVMIX was incepted earlier than TRVRX: JVMIX (28 years) vs TRVRX (23 years). JVMIX (0.86) is less costly to investors than TRVRX (0.71). JVMIX (49.00) and TRVRX (48.00) 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 : 0.52 vs. JVMIX (-1.03). JVMIX return over 5 years is better than : 60.31 vs. TRVRX (43.21).
| JVMIX | TRVRX | JVMIX / TRVRX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 10.575 | 6.518 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.6B | 1,513% |
| Annual Yield % from dividends | 0.74 | 1.33 | 56% |
| Returns for 1 year | -1.03 | 0.52 | -199% |
| Returns for 3 years | 33.30 | 23.63 | 141% |
| Returns for 5 years | 60.31 | 43.21 | 140% |
| Returns for 10 years | 63.76 | -7.60 | -838% |
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