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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$18.82
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
TRVRX vs VMVIX Comparison Chart in %
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TRVRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. TRVRX (1.62B). VMVIX pays higher dividends than TRVRX: VMVIX (1.90) vs TRVRX (1.47). TRVRX was incepted earlier than VMVIX: TRVRX (23 years) vs VMVIX (19 years). TRVRX (0.71) is less costly to investors than VMVIX (0.19). TRVRX is a more actively managed with annual turnover of: 48.00 vs. VMVIX (19.00). TRVRX has a lower initial minimum investment than VMVIX: TRVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.54 vs. TRVRX (6.72). VMVIX return over 5 years is better than : 52.64 vs. TRVRX (13.05).
| TRVRX | VMVIX | TRVRX / VMVIX | |
| Total Expense Ratio | 0.71 | 0.19 | 374% |
| Annual Report Gross Expense Ratio | 0.71 | 0.19 | 374% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 5.671 | 5.515 | 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 | 1.90 | 77% |
| Returns for 1 year | 6.72 | 13.54 | 50% |
| Returns for 3 years | 22.59 | 29.32 | 77% |
| Returns for 5 years | 13.05 | 52.64 | 25% |
| Returns for 10 years | 11.41 | 142.71 | 8% |
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