Interact to see
Advertisement
Advertisement
TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$18.63
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Admiral
Price$89.23
Change-$0.68 (-0.76%)
VolumeN/A
Net Assets32.03B
TRVRX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRVRX vs. VMVAX commentary
Sep 27, 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 TRVRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. TRVRX (1.6B). VMVAX pays higher dividends than TRVRX: VMVAX (2.15) vs TRVRX (1.33). TRVRX was incepted earlier than VMVAX: TRVRX (23 years) vs VMVAX (14 years). TRVRX (0.71) is less costly to investors than VMVAX (0.07). TRVRX is a more actively managed with annual turnover of: 48.00 vs. VMVAX (19.00). TRVRX has a lower initial minimum investment than VMVAX: TRVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.52 vs. TRVRX (0.52). VMVAX return over 5 years is better than : 75.04 vs. TRVRX (43.21).
| TRVRX | VMVAX | TRVRX / VMVAX | |
| Total Expense Ratio | 0.71 | 0.07 | 1,014% |
| Annual Report Gross Expense Ratio | 0.71 | 0.07 | 1,014% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.518 | 6.571 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 32B | 5% |
| Annual Yield % from dividends | 1.33 | 2.15 | 62% |
| Returns for 1 year | 0.52 | 3.52 | 15% |
| Returns for 3 years | 23.63 | 41.42 | 57% |
| Returns for 5 years | 43.21 | 75.04 | 58% |
| Returns for 10 years | -7.60 | 115.19 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement