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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$18.82
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
TRVRX vs VMVAX Comparison Chart in %
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TRVRX vs. VMVAX 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 TRVRX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. TRVRX (1.62B). VMVAX pays higher dividends than TRVRX: VMVAX (2.01) vs TRVRX (1.47). 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 : 13.53 vs. TRVRX (6.72). VMVAX return over 5 years is better than : 52.71 vs. TRVRX (13.05).
| 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 | 5.671 | 5.509 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 33.2B | 5% |
| Annual Yield % from dividends | 1.47 | 2.01 | 73% |
| Returns for 1 year | 6.72 | 13.53 | 50% |
| Returns for 3 years | 22.59 | 29.37 | 77% |
| Returns for 5 years | 13.05 | 52.71 | 25% |
| Returns for 10 years | 11.41 | 142.89 | 8% |
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