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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$17.31
Change-$0.19 (-1.09%)
VolumeN/A
Net Assets1.64B
MVCAX vs TRVRX Comparison Chart
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MVCAX vs. TRVRX commentary
Jun 15, 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 MVCAX is a Buy and TRVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. TRVRX (1.64B). TRVRX pays higher dividends than MVCAX: TRVRX (1.44) vs MVCAX (0.89). MVCAX was incepted earlier than TRVRX: MVCAX (24 years) vs TRVRX (23 years). MVCAX (1.00) is less costly to investors than TRVRX (0.71). TRVRX is a more actively managed with annual turnover of: 48.00 vs. MVCAX (27.00). TRVRX has a lower initial minimum investment than MVCAX: TRVRX (0) vs MVCAX (1000). TRVRX annual gain was more profitable for investors over the last year : -0.06 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. TRVRX (34.73).
| MVCAX | TRVRX | MVCAX / TRVRX | |
| Total Expense Ratio | 0.99 | 0.71 | 139% |
| Annual Report Gross Expense Ratio | 1.00 | 0.71 | 141% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -2.086 | -1.029 | 203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.64B | 1,011% |
| Annual Yield % from dividends | 0.89 | 1.44 | 62% |
| Returns for 1 year | -4.53 | -0.06 | 7,933% |
| Returns for 3 years | 13.00 | 10.53 | 123% |
| Returns for 5 years | 51.98 | 34.73 | 150% |
| Returns for 10 years | 53.51 | -24.99 | -214% |
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