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JVMRX vs KMDIX
JVMRX vs KMDIX Comparison
Open Charts JVMRX vs KMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Keeley Gabelli Mid Cap Dividend I
Price$31.31
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets131.08M
JVMRX vs KMDIX Comparison Chart in %
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JVMRX vs. KMDIX commentary
Jul 07, 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 JVMRX is a StrongBuy and KMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. KMDIX (131M). KMDIX pays higher dividends than JVMRX: KMDIX (1.30) vs JVMRX (0.88). JVMRX was incepted earlier than KMDIX: JVMRX (14 years) vs KMDIX (14 years). KMDIX (1.16) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. KMDIX (12.00). JVMRX (1000000) and KMDIX (1000000) have matching initial minimum investment requirements. KMDIX annual gain was more profitable for investors over the last year : 10.87 vs. JVMRX (3.59). KMDIX return over 5 years is better than : 81.75 vs. JVMRX (63.32).
| JVMRX | KMDIX | JVMRX / KMDIX | |
| Total Expense Ratio | 0.75 | 0.95 | 79% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.500 | 7.475 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 131M | 17,252% |
| Annual Yield % from dividends | 0.88 | 1.30 | 68% |
| Returns for 1 year | 3.59 | 10.87 | 33% |
| Returns for 3 years | 24.14 | 31.47 | 77% |
| Returns for 5 years | 63.32 | 81.75 | 77% |
| Returns for 10 years | 49.30 | 92.19 | 53% |
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