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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Nuveen Mid Cap Value Retire
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets1.67B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Jul 06, 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: 22.6B vs. TRVRX (1.67B). 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). 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 : 5.50 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. TRVRX (41.68).
| 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 | 8.423 | 4.231 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.67B | 1,350% |
| Annual Yield % from dividends | 0.78 | 1.39 | 56% |
| Returns for 1 year | 3.45 | 5.50 | 63% |
| Returns for 3 years | 23.84 | 15.34 | 155% |
| Returns for 5 years | 62.76 | 41.68 | 151% |
| Returns for 10 years | 48.34 | -18.96 | -255% |
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