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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$18.09
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
TRVRX vs VMVIX Comparison Chart in %
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TRVRX vs. VMVIX commentary
Dec 25, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. TRVRX (1.58B). VMVIX pays higher dividends than TRVRX: VMVIX (2.02) vs TRVRX (1.29). 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 : 9.73 vs. TRVRX (2.32). VMVIX return over 5 years is better than : 53.81 vs. TRVRX (13.72).
| 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 | 3.431 | 10.973 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 32.6B | 5% |
| Annual Yield % from dividends | 1.29 | 2.02 | 64% |
| Returns for 1 year | 2.32 | 9.73 | 24% |
| Returns for 3 years | 24.91 | 33.21 | 75% |
| Returns for 5 years | 13.72 | 53.81 | 26% |
| Returns for 10 years | -4.91 | 110.07 | -4% |
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