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JVMRX vs KMDIX
JVMRX vs KMDIX Comparison
Open Charts JVMRX vs KMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Keeley Gabelli Mid Cap Dividend I
Price$31.49
Change+$0.22 (+0.70%)
VolumeN/A
Net Assets131.37M
JVMRX vs KMDIX Comparison Chart in %
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JVMRX vs. KMDIX commentary
Jul 27, 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: 23.1B 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: 49.00 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 : 6.45 vs. JVMRX (1.28). KMDIX return over 5 years is better than : 76.89 vs. JVMRX (58.56).
| 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 | 9.354 | 8.093 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 131M | 17,634% |
| Annual Yield % from dividends | 0.88 | 1.30 | 68% |
| Returns for 1 year | 1.28 | 6.45 | 20% |
| Returns for 3 years | 21.72 | 28.28 | 77% |
| Returns for 5 years | 58.56 | 76.89 | 76% |
| Returns for 10 years | 51.14 | 96.33 | 53% |
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