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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Nuveen Mid Cap Value Retire
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets1.68B
JVMRX vs TRVRX Comparison Chart in %
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JVMRX vs. TRVRX commentary
Jul 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 JVMRX is a StrongBuy and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. TRVRX (1.68B). TRVRX pays higher dividends than JVMRX: TRVRX (1.39) vs JVMRX (0.88). JVMRX was incepted earlier than TRVRX: JVMRX (14 years) vs TRVRX (23 years). JVMRX (0.76) is less costly to investors than TRVRX (0.71). JVMRX (49.00) and TRVRX (48.00) have comparable annual turnover. TRVRX has a lower initial minimum investment than JVMRX: TRVRX (0) vs JVMRX (1000000). TRVRX annual gain was more profitable for investors over the last year : 4.03 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. TRVRX (39.52).
| JVMRX | TRVRX | JVMRX / TRVRX | |
| Total Expense Ratio | 0.75 | 0.71 | 106% |
| Annual Report Gross Expense Ratio | 0.76 | 0.71 | 107% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.354 | 5.660 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.68B | 1,374% |
| Annual Yield % from dividends | 0.88 | 1.39 | 63% |
| Returns for 1 year | 1.28 | 4.03 | 32% |
| Returns for 3 years | 21.72 | 13.65 | 159% |
| Returns for 5 years | 58.56 | 39.52 | 148% |
| Returns for 10 years | 51.14 | -16.82 | -304% |
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