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JVMTX vs KMDVX
JVMTX vs KMDVX Comparison
Open Charts JVMTX vs KMDVX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Keeley Gabelli Mid Cap Dividend A
Price$32.27
Change+$0.60 (+1.89%)
VolumeN/A
Net Assets121.85M
JVMTX vs KMDVX Comparison Chart in %
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JVMTX vs. KMDVX commentary
Feb 04, 2026
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 Buy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. KMDVX (122M). KMDVX pays higher dividends than JVMTX: KMDVX (1.11) vs JVMTX (0.60). JVMTX was incepted earlier than KMDVX: JVMTX (13 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (14.00). 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 : 7.97 vs. JVMTX (4.79). KMDVX return over 5 years is better than : 42.55 vs. JVMTX (22.28).
| JVMTX | KMDVX | JVMTX / KMDVX | |
| Total Expense Ratio | 0.99 | 1.20 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.41 | 78% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 5.177 | 6.186 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 122M | 20,246% |
| Annual Yield % from dividends | 0.60 | 1.11 | 54% |
| Returns for 1 year | 4.79 | 7.97 | 60% |
| Returns for 3 years | 11.22 | 18.71 | 60% |
| Returns for 5 years | 22.28 | 42.55 | 52% |
| Returns for 10 years | 76.80 | 138.49 | 55% |
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