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JVMSX vs KMDVX
JVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
Keeley Gabelli Mid Cap Dividend A
Price$32.27
Change+$0.60 (+1.89%)
VolumeN/A
Net Assets121.85M
JVMSX vs KMDVX Comparison Chart in %
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JVMSX vs. KMDVX commentary
Feb 04, 2026
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 Buy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. KMDVX (122M). KMDVX pays higher dividends than JVMSX: KMDVX (1.11) vs JVMSX (0.37). JVMSX was incepted earlier than KMDVX: JVMSX (14 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (14.00). 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 : 7.97 vs. JVMSX (4.49). KMDVX return over 5 years is better than : 42.55 vs. JVMSX (20.95).
| JVMSX | KMDVX | JVMSX / KMDVX | |
| Total Expense Ratio | 1.24 | 1.20 | 103% |
| Annual Report Gross Expense Ratio | 1.25 | 1.41 | 89% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 5.163 | 6.186 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 122M | 20,246% |
| Annual Yield % from dividends | 0.37 | 1.11 | 33% |
| Returns for 1 year | 4.49 | 7.97 | 56% |
| Returns for 3 years | 10.32 | 18.71 | 55% |
| Returns for 5 years | 20.95 | 42.55 | 49% |
| Returns for 10 years | 73.49 | 138.49 | 53% |
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