JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
KMDVX
Price
$31.56
Change
+$0.21 (+0.67%)
Updated
Jul 25 closing price
Net Assets
131.37M
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JVMTX vs KMDVX

Header iconJVMTX vs KMDVX Comparison
Open Charts JVMTX vs KMDVXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
Keeley Gabelli Mid Cap Dividend A
Price$31.56
Change+$0.21 (+0.67%)
VolumeN/A
Net Assets131.37M
JVMTX vs KMDVX Comparison Chart in %
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JVMTX vs. KMDVX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B 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: 49.00 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 : 6.17 vs. JVMTX (1.07). KMDVX return over 5 years is better than : 74.63 vs. JVMTX (57.29).
JVMTXKMDVXJVMTX / KMDVX
Total Expense Ratio1.001.2083%
Annual Report Gross Expense Ratio1.111.4179%
Fund Existence12 years14 years-
Gain YTD9.2537.941117%
Front LoadN/A5%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B131M17,634%
Annual Yield % from dividends0.651.0661%
Returns for 1 year1.076.1717%
Returns for 3 years21.1527.3377%
Returns for 5 years57.2974.6377%
Returns for 10 years48.9091.7553%
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