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TRVRX vs VMVAX
TRVRX vs VMVAX Comparison
Open Charts TRVRX vs VMVAX
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
TRVRX vs VMVAX Comparison Chart in %
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TRVRX vs. VMVAX commentary
Aug 17, 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: 31B vs. TRVRX (1.63B). VMVAX pays higher dividends than TRVRX: VMVAX (2.22) vs TRVRX (1.38). 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 : 7.67 vs. TRVRX (2.00). VMVAX return over 5 years is better than : 65.15 vs. TRVRX (32.49).
| 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 | 4.059 | 5.198 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 31B | 5% |
| Annual Yield % from dividends | 1.38 | 2.22 | 62% |
| Returns for 1 year | 2.00 | 7.67 | 26% |
| Returns for 3 years | 1.90 | 17.51 | 11% |
| Returns for 5 years | 32.49 | 65.15 | 50% |
| Returns for 10 years | -19.36 | 87.87 | -22% |
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