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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Keeley Gabelli Mid Cap Dividend A
Price$31.40
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets131.08M
JVMRX vs KMDVX Comparison Chart in %
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JVMRX vs. KMDVX 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 JVMRX is a StrongBuy and KMDVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. KMDVX (131M). KMDVX pays higher dividends than JVMRX: KMDVX (1.06) vs JVMRX (0.88). JVMRX was incepted earlier than KMDVX: JVMRX (14 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. KMDVX (12.00). KMDVX has a lower initial minimum investment than JVMRX: KMDVX (2500) vs JVMRX (1000000). KMDVX annual gain was more profitable for investors over the last year : 10.63 vs. JVMRX (3.59). KMDVX return over 5 years is better than : 79.63 vs. JVMRX (63.32).
| JVMRX | KMDVX | JVMRX / KMDVX | |
| Total Expense Ratio | 0.75 | 1.20 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.500 | 7.394 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 131M | 17,252% |
| Annual Yield % from dividends | 0.88 | 1.06 | 83% |
| Returns for 1 year | 3.59 | 10.63 | 34% |
| Returns for 3 years | 24.14 | 30.52 | 79% |
| Returns for 5 years | 63.32 | 79.63 | 80% |
| Returns for 10 years | 49.30 | 87.82 | 56% |
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