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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Nuveen Mid Cap Value Retire
Price$18.51
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets1.55B
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Oct 19, 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: 23.7B vs. TRVRX (1.55B). TRVRX pays higher dividends than JVMIX: TRVRX (1.31) 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 : -2.41 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. TRVRX (30.78).
| 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 | 9.759 | 5.832 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.55B | 1,526% |
| Annual Yield % from dividends | 0.74 | 1.31 | 56% |
| Returns for 1 year | -4.87 | -2.41 | 202% |
| Returns for 3 years | 25.37 | 15.55 | 163% |
| Returns for 5 years | 47.49 | 30.78 | 154% |
| Returns for 10 years | 51.49 | -14.73 | -349% |
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