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JVMTX vs KMDVX
JVMTX vs KMDVX Comparison
Open Charts JVMTX vs KMDVX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Keeley Gabelli Mid Cap Dividend A
Price$31.40
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets131.08M
JVMTX vs KMDVX Comparison Chart in %
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JVMTX vs. KMDVX commentary
Jul 06, 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 KMDVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. KMDVX (131M). KMDVX pays higher dividends than JVMTX: KMDVX (1.06) vs JVMTX (0.65). JVMTX was incepted earlier than KMDVX: JVMTX (12 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. KMDVX (12.00). JVMTX has a lower initial minimum investment than KMDVX: JVMTX (0) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : 10.63 vs. JVMTX (3.31). KMDVX return over 5 years is better than : 79.63 vs. JVMTX (61.96).
| JVMTX | KMDVX | JVMTX / KMDVX | |
| Total Expense Ratio | 1.00 | 1.20 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.41 | 79% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.361 | 7.394 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 131M | 17,252% |
| Annual Yield % from dividends | 0.65 | 1.06 | 61% |
| Returns for 1 year | 3.31 | 10.63 | 31% |
| Returns for 3 years | 23.47 | 30.52 | 77% |
| Returns for 5 years | 61.96 | 79.63 | 78% |
| Returns for 10 years | 46.97 | 87.82 | 53% |
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