Interact to see
Advertisement
Advertisement
JVMSX vs KMDVX
JVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVX
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
Keeley Gabelli Mid Cap Dividend A
Price$31.50
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets125.92M
JVMSX vs KMDVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. KMDVX 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 KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. KMDVX (126M). KMDVX pays higher dividends than JVMSX: KMDVX (0.99) 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 : -2.02 vs. JVMSX (-5.30). KMDVX return over 5 years is better than : 65.83 vs. JVMSX (45.42).
| 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 | 9.399 | 8.013 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 126M | 18,968% |
| Annual Yield % from dividends | 0.40 | 0.99 | 40% |
| Returns for 1 year | -5.30 | -2.02 | 263% |
| Returns for 3 years | 24.28 | 29.40 | 83% |
| Returns for 5 years | 45.42 | 65.83 | 69% |
| Returns for 10 years | 47.59 | 97.67 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVO | 44.27 | 0.39 | +0.89% |
| Amplify CWP Enhanced Dividend Income ETF | |||
| RSDE | 21.45 | 0.12 | +0.58% |
| FT Vest U.S. Eq Eql Wght Buffr ETF - Dec | |||
| FLOW | 33.89 | 0.16 | +0.46% |
| Global X U.S. Cash Flow Kings 100 ETF | |||
| XHE | 79.50 | 0.21 | +0.26% |
| SPDR® S&P Health Care Equipment ETF | |||
| QCLN | 45.53 | -0.79 | -1.70% |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | |||