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JVMTX vs TRVRX
JVMTX vs TRVRX Comparison
Open Charts JVMTX vs TRVRX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Nuveen Mid Cap Value Retire
Price$18.82
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.62B
JVMTX vs TRVRX Comparison Chart in %
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JVMTX vs. TRVRX commentary
Feb 04, 2026
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 JVMTX is a Buy and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. TRVRX (1.62B). TRVRX pays higher dividends than JVMTX: TRVRX (1.47) vs JVMTX (0.60). JVMTX was incepted earlier than TRVRX: JVMTX (13 years) vs TRVRX (23 years). JVMTX (1.10) is less costly to investors than TRVRX (0.71). JVMTX (49.00) and TRVRX (48.00) have comparable annual turnover. JVMTX (0) and TRVRX (0) have matching initial minimum investment requirements. TRVRX annual gain was more profitable for investors over the last year : 6.72 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. TRVRX (13.05).
| JVMTX | TRVRX | JVMTX / TRVRX | |
| Total Expense Ratio | 0.99 | 0.71 | 139% |
| Annual Report Gross Expense Ratio | 1.10 | 0.71 | 155% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.177 | 5.671 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.62B | 1,527% |
| Annual Yield % from dividends | 0.60 | 1.47 | 41% |
| Returns for 1 year | 4.79 | 6.72 | 71% |
| Returns for 3 years | 11.22 | 22.59 | 50% |
| Returns for 5 years | 22.28 | 13.05 | 171% |
| Returns for 10 years | 76.80 | 11.41 | 673% |
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