JVMRX
Price
$29.38
Change
-$0.22 (-0.74%)
Updated
Aug 15 closing price
Net Assets
23.59B
TRVRX
Price
$18.20
Change
-$0.14 (-0.76%)
Updated
Aug 15 closing price
Net Assets
1.63B
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JVMRX vs TRVRX

Header iconJVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.63B
JVMRX vs TRVRX Comparison Chart in %
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JVMRX vs. TRVRX commentary
Aug 17, 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 Buy and TRVRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. TRVRX (1.63B). TRVRX pays higher dividends than JVMRX: TRVRX (1.38) vs JVMRX (0.86). 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 : 2.00 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. TRVRX (32.49).
JVMRXTRVRXJVMRX / TRVRX
Total Expense Ratio0.750.71106%
Annual Report Gross Expense Ratio0.760.71107%
Fund Existence14 years23 years-
Gain YTD9.0574.059223%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B1.63B1,446%
Annual Yield % from dividends0.861.3863%
Returns for 1 year0.872.0043%
Returns for 3 years12.171.90639%
Returns for 5 years50.6232.49156%
Returns for 10 years46.16-19.36-238%
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