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JVMTX vs KMDIX
JVMTX vs KMDIX Comparison
Open Charts JVMTX vs KMDIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Keeley Mid Cap Dividend Value I
Price$29.88
Change-$0.43 (-1.42%)
VolumeN/A
Net Assets122.03M
JVMTX vs KMDIX Comparison Chart
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JVMTX vs. KMDIX 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 JVMTX is a StrongBuy and KMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. KMDIX (122M). KMDIX pays higher dividends than JVMTX: KMDIX (1.34) vs JVMTX (0.67). JVMTX was incepted earlier than KMDIX: JVMTX (12 years) vs KMDIX (14 years). KMDIX (1.16) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. KMDIX (12.00). JVMTX has a lower initial minimum investment than KMDIX: JVMTX (0) vs KMDIX (1000000). KMDIX annual gain was more profitable for investors over the last year : 4.63 vs. JVMTX (-3.01). KMDIX return over 5 years is better than : 70.38 vs. JVMTX (51.48).
| JVMTX | KMDIX | JVMTX / KMDIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.11 | 1.16 | 96% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 2.453 | 2.208 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 122M | 17,623% |
| Annual Yield % from dividends | 0.67 | 1.34 | 50% |
| Returns for 1 year | -3.01 | 4.63 | -65% |
| Returns for 3 years | 16.50 | 24.57 | 67% |
| Returns for 5 years | 51.48 | 70.38 | 73% |
| Returns for 10 years | 35.66 | 79.22 | 45% |
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