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JVMSX vs KMDIX
JVMSX vs KMDIX Comparison
Open Charts JVMSX vs KMDIX
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
Keeley Gabelli Mid Cap Dividend I
Price$31.42
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets125.92M
JVMSX vs KMDIX Comparison Chart in %
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JVMSX vs. KMDIX commentary
Oct 19, 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 JVMSX is a Hold and KMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. KMDIX (126M). KMDIX pays higher dividends than JVMSX: KMDIX (1.22) vs JVMSX (0.40). JVMSX was incepted earlier than KMDIX: JVMSX (14 years) vs KMDIX (14 years). JVMSX (1.25) is less costly to investors than KMDIX (1.16). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KMDIX (12.00). JVMSX has a lower initial minimum investment than KMDIX: JVMSX (0) vs KMDIX (1000000). KMDIX annual gain was more profitable for investors over the last year : -1.78 vs. JVMSX (-5.30). KMDIX return over 5 years is better than : 67.91 vs. JVMSX (45.42).
| JVMSX | KMDIX | JVMSX / KMDIX | |
| Total Expense Ratio | 1.24 | 0.95 | 131% |
| Annual Report Gross Expense Ratio | 1.25 | 1.16 | 108% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 9.399 | 8.199 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 126M | 18,968% |
| Annual Yield % from dividends | 0.40 | 1.22 | 33% |
| Returns for 1 year | -5.30 | -1.78 | 299% |
| Returns for 3 years | 24.28 | 30.37 | 80% |
| Returns for 5 years | 45.42 | 67.91 | 67% |
| Returns for 10 years | 47.59 | 102.34 | 47% |
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