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JVMSX vs KMDVX
JVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Keeley Gabelli Mid Cap Dividend A
Price$32.19
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets132.83M
JVMSX vs KMDVX Comparison Chart in %
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JVMSX vs. KMDVX commentary
Sep 09, 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 Buy and KMDVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. KMDVX (133M). KMDVX pays higher dividends than JVMSX: KMDVX (1.02) vs JVMSX (0.40). 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 (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 : 7.92 vs. JVMSX (2.46). KMDVX return over 5 years is better than : 72.82 vs. JVMSX (52.77).
| 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 | 11.712 | 10.267 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 133M | 18,346% |
| Annual Yield % from dividends | 0.40 | 1.02 | 39% |
| Returns for 1 year | 2.46 | 7.92 | 31% |
| Returns for 3 years | 23.90 | 30.43 | 79% |
| Returns for 5 years | 52.77 | 72.82 | 72% |
| Returns for 10 years | 54.59 | 106.29 | 51% |
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