JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
KMDVX
Price
$31.56
Change
+$0.21 (+0.67%)
Updated
Jul 25 closing price
Net Assets
131.37M
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JVMSX vs KMDVX

Header iconJVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Keeley Gabelli Mid Cap Dividend A
Price$31.56
Change+$0.21 (+0.67%)
VolumeN/A
Net Assets131.37M
JVMSX vs KMDVX Comparison Chart in %
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JVMSX vs. KMDVX 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 JVMSX is a StrongBuy and KMDVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. KMDVX (131M). KMDVX pays higher dividends than JVMSX: KMDVX (1.06) vs JVMSX (0.42). JVMSX was incepted earlier than KMDVX: JVMSX (13 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (12.00). JVMSX has a lower initial minimum investment than KMDVX: JVMSX (0) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : 6.17 vs. JVMSX (0.75). KMDVX return over 5 years is better than : 74.63 vs. JVMSX (55.91).
JVMSXKMDVXJVMSX / KMDVX
Total Expense Ratio1.251.20104%
Annual Report Gross Expense Ratio1.261.4189%
Fund Existence13 years14 years-
Gain YTD9.0647.941114%
Front LoadN/A5%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B131M17,634%
Annual Yield % from dividends0.421.0639%
Returns for 1 year0.756.1712%
Returns for 3 years20.4227.3375%
Returns for 5 years55.9174.6375%
Returns for 10 years46.4291.7551%
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