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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
TRVRX vs VMVIX Comparison Chart in %
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TRVRX vs. VMVIX commentary
Jul 06, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. TRVRX (1.67B). VMVIX pays higher dividends than TRVRX: VMVIX (2.14) vs TRVRX (1.39). 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 : 12.13 vs. TRVRX (5.50). VMVIX return over 5 years is better than : 76.99 vs. TRVRX (41.68).
| 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 | 4.231 | 3.574 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 29.9B | 6% |
| Annual Yield % from dividends | 1.39 | 2.14 | 65% |
| Returns for 1 year | 5.50 | 12.13 | 45% |
| Returns for 3 years | 15.34 | 28.47 | 54% |
| Returns for 5 years | 41.68 | 76.99 | 54% |
| Returns for 10 years | -18.96 | 88.04 | -22% |
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