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TRVRX vs VMVIX
TRVRX vs VMVIX Comparison
Open Charts TRVRX vs VMVIX
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
TRVRX vs VMVIX Comparison Chart in %
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TRVRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. TRVRX (1.63B). VMVIX pays higher dividends than TRVRX: VMVIX (2.10) vs TRVRX (1.38). 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 : 7.67 vs. TRVRX (2.00). VMVIX return over 5 years is better than : 65.08 vs. TRVRX (32.49).
| 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 | 4.059 | 5.177 | 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 | 2.10 | 66% |
| Returns for 1 year | 2.00 | 7.67 | 26% |
| Returns for 3 years | 1.90 | 17.46 | 11% |
| Returns for 5 years | 32.49 | 65.08 | 50% |
| Returns for 10 years | -19.36 | 87.80 | -22% |
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