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MVCAX vs TRVRX
MVCAX vs TRVRX Comparison
Open Charts MVCAX vs TRVRX
Nuveen Mid Cap Value Retire
Price$18.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.58B
MVCAX vs TRVRX Comparison Chart in %
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MVCAX vs. TRVRX commentary
Dec 28, 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 StrongBuy and TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. TRVRX (1.58B). TRVRX pays higher dividends than MVCAX: TRVRX (1.29) vs MVCAX (0.83). 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 (24.00). 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 : 2.15 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. TRVRX (13.72).
| 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 | -0.652 | 3.431 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.58B | 1,062% |
| Annual Yield % from dividends | 0.83 | 1.29 | 64% |
| Returns for 1 year | -1.74 | 2.15 | -81% |
| Returns for 3 years | 13.98 | 24.74 | 57% |
| Returns for 5 years | 23.93 | 13.72 | 174% |
| Returns for 10 years | 72.86 | -5.42 | -1,345% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VALQ | 67.01 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| GEOA | 33.24 | -0.03 | -0.10% |
| WisdomTree GeoAlpha Opportunities Fund | |||
| PWB | 129.53 | -0.30 | -0.23% |
| Invesco Large Cap Growth ETF | |||
| RSF | 14.40 | -0.04 | -0.28% |
| RiverNorth Capital and Income Fund | |||
| QDVO | 29.54 | -0.11 | -0.37% |
| Amplify CWP Growth & Income ETF | |||