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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Nuveen Mid Cap Value Retire
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets1.68B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. TRVRX (1.68B). TRVRX pays higher dividends than JVMIX: TRVRX (1.39) vs JVMIX (0.78). 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). 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 : 4.03 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. TRVRX (39.52).
| 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 | 9.314 | 5.660 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.68B | 1,374% |
| Annual Yield % from dividends | 0.78 | 1.39 | 56% |
| Returns for 1 year | 1.20 | 4.03 | 30% |
| Returns for 3 years | 21.47 | 13.65 | 157% |
| Returns for 5 years | 58.07 | 39.52 | 147% |
| Returns for 10 years | 50.28 | -16.82 | -299% |
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