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JVMSX vs KMDVX
JVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Keeley Mid Cap Dividend Value A
Price$29.94
Change-$0.43 (-1.42%)
VolumeN/A
Net Assets122.03M
JVMSX vs KMDVX Comparison Chart
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JVMSX vs. KMDVX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. KMDVX (122M). KMDVX pays higher dividends than JVMSX: KMDVX (1.10) vs JVMSX (0.43). 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: 47.00 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 : 4.36 vs. JVMSX (-3.29). KMDVX return over 5 years is better than : 68.25 vs. JVMSX (50.13).
| JVMSX | KMDVX | JVMSX / KMDVX | |
| Total Expense Ratio | 1.25 | 1.20 | 104% |
| Annual Report Gross Expense Ratio | 1.26 | 1.41 | 89% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.313 | 2.105 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 122M | 17,623% |
| Annual Yield % from dividends | 0.43 | 1.10 | 39% |
| Returns for 1 year | -3.29 | 4.36 | -76% |
| Returns for 3 years | 15.80 | 23.66 | 67% |
| Returns for 5 years | 50.13 | 68.25 | 73% |
| Returns for 10 years | 33.43 | 75.20 | 44% |
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