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JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JHancock Disciplined Value Mid Cap R6
Price$29.59
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
JVMRX vs TRVRX Comparison Chart in %
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JVMRX 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 JVMRX is a Hold and TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. TRVRX (1.55B). TRVRX pays higher dividends than JVMRX: TRVRX (1.31) vs JVMRX (0.84). JVMRX was incepted earlier than TRVRX: JVMRX (14 years) vs TRVRX (23 years). JVMRX (0.75) 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 : -2.41 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. TRVRX (30.78).
| JVMRX | TRVRX | JVMRX / TRVRX | |
| Total Expense Ratio | 0.74 | 0.71 | 104% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.837 | 5.832 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.55B | 1,526% |
| Annual Yield % from dividends | 0.84 | 1.31 | 64% |
| Returns for 1 year | -4.79 | -2.41 | 198% |
| Returns for 3 years | 25.62 | 15.55 | 165% |
| Returns for 5 years | 47.93 | 30.78 | 156% |
| Returns for 10 years | 52.40 | -14.73 | -356% |
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