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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
Nuveen Mid Cap Value Retire
Price$18.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Dec 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 Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. TRVRX (1.58B). 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). JVMIX annual gain was more profitable for investors over the last year : 2.38 vs. TRVRX (2.15). JVMIX return over 5 years is better than : 23.98 vs. TRVRX (13.72).
| 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 | 3.599 | 3.431 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.58B | 1,511% |
| Annual Yield % from dividends | 0.74 | 1.29 | 57% |
| Returns for 1 year | 2.38 | 2.15 | 111% |
| Returns for 3 years | 16.35 | 24.74 | 66% |
| Returns for 5 years | 23.98 | 13.72 | 175% |
| Returns for 10 years | 50.19 | -5.42 | -926% |
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