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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets1.67B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. TRVRX (1.67B). TRVRX pays higher dividends than MVCAX: TRVRX (1.39) vs MVCAX (0.87). 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 : 5.50 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. TRVRX (41.68).
| 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 | 2.934 | 4.231 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.67B | 1,033% |
| Annual Yield % from dividends | 0.87 | 1.39 | 63% |
| Returns for 1 year | 1.09 | 5.50 | 20% |
| Returns for 3 years | 18.70 | 15.34 | 122% |
| Returns for 5 years | 60.39 | 41.68 | 145% |
| Returns for 10 years | 64.61 | -18.96 | -341% |
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