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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Nuveen Mid Cap Value Retire
Price$19.21
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets1.57B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Dec 04, 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 Buy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. TRVRX (1.57B). TRVRX pays higher dividends than JVMIX: TRVRX (1.29) vs JVMIX (0.74). JVMIX was incepted earlier than TRVRX: JVMIX (29 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 : -3.72 vs. JVMIX (-5.91). JVMIX return over 5 years is better than : 33.54 vs. TRVRX (22.39).
| JVMIX | TRVRX | JVMIX / TRVRX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 12.022 | 8.977 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 1.57B | 1,558% |
| Annual Yield % from dividends | 0.74 | 1.29 | 57% |
| Returns for 1 year | -5.91 | -3.72 | 159% |
| Returns for 3 years | 14.46 | 9.03 | 160% |
| Returns for 5 years | 33.54 | 22.39 | 150% |
| Returns for 10 years | 50.20 | -11.63 | -431% |
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