JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
TRVHX
Price
$18.67
Change
+$0.13 (+0.70%)
Updated
Oct 17 closing price
Net Assets
1.56B
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JVMRX vs TRVHX

Header iconJVMRX vs TRVHX Comparison
Open Charts JVMRX vs TRVHXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Nuveen Mid Cap Value I
Price$18.67
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.56B
JVMRX vs TRVHX Comparison Chart in %
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JVMRX vs. TRVHX 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 JVMRX is a Hold and TRVHX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. TRVHX (1.56B). TRVHX pays higher dividends than JVMRX: TRVHX (1.51) vs JVMRX (0.84). JVMRX was incepted earlier than TRVHX: JVMRX (14 years) vs TRVHX (10 years). JVMRX (0.75) is less costly to investors than TRVHX (0.58). JVMRX (49.00) and TRVHX (48.00) have comparable annual turnover. TRVHX has a lower initial minimum investment than JVMRX: TRVHX (100000) vs JVMRX (1000000). TRVHX annual gain was more profitable for investors over the last year : -2.29 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. TRVHX (31.86).
JVMRXTRVHXJVMRX / TRVHX
Total Expense Ratio0.740.58128%
Annual Report Gross Expense Ratio0.750.58129%
Fund Existence14 years10 years-
Gain YTD9.8375.899167%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B1.56B1,529%
Annual Yield % from dividends0.841.5155%
Returns for 1 year-4.79-2.29209%
Returns for 3 years25.6216.00160%
Returns for 5 years47.9331.86150%
Returns for 10 years52.40N/A-
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