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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$17.31
Change-$0.19 (-1.09%)
VolumeN/A
Net Assets1.64B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
TRVRX vs VMVAX Comparison Chart
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TRVRX vs. VMVAX commentary
Jun 16, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. TRVRX (1.64B). VMVAX pays higher dividends than TRVRX: VMVAX (2.31) vs TRVRX (1.44). 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 : 7.23 vs. TRVRX (-0.06). VMVAX return over 5 years is better than : 69.23 vs. TRVRX (34.73).
| 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 | -1.029 | -0.023 | 4,542% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 29.9B | 5% |
| Annual Yield % from dividends | 1.44 | 2.31 | 62% |
| Returns for 1 year | -0.06 | 7.23 | -1% |
| Returns for 3 years | 10.53 | 24.99 | 42% |
| Returns for 5 years | 34.73 | 69.23 | 50% |
| Returns for 10 years | -24.99 | 78.81 | -32% |
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