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JVMSX vs TRVRX
JVMSX vs TRVRX Comparison
Open Charts JVMSX vs TRVRX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Nuveen Mid Cap Value Retire
Price$18.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
JVMSX vs TRVRX Comparison Chart in %
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JVMSX vs. TRVRX commentary
Dec 29, 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 JVMSX is a Hold and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. TRVRX (1.58B). TRVRX pays higher dividends than JVMSX: TRVRX (1.29) vs JVMSX (0.40). JVMSX was incepted earlier than TRVRX: JVMSX (14 years) vs TRVRX (23 years). JVMSX (1.25) is less costly to investors than TRVRX (0.71). JVMSX (49.00) and TRVRX (48.00) have comparable annual turnover. JVMSX (0) and TRVRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. TRVRX (2.15). JVMSX return over 5 years is better than : 22.25 vs. TRVRX (13.72).
| JVMSX | TRVRX | JVMSX / TRVRX | |
| Total Expense Ratio | 1.24 | 0.71 | 175% |
| Annual Report Gross Expense Ratio | 1.25 | 0.71 | 176% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.506 | 3.431 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.58B | 1,511% |
| Annual Yield % from dividends | 0.40 | 1.29 | 31% |
| Returns for 1 year | 2.29 | 2.15 | 107% |
| Returns for 3 years | 15.22 | 24.74 | 62% |
| Returns for 5 years | 22.25 | 13.72 | 162% |
| Returns for 10 years | 46.26 | -5.42 | -854% |
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