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JVMAX vs KMDVX
JVMAX vs KMDVX Comparison
Open Charts JVMAX vs KMDVX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Keeley Mid Cap Dividend Value A
Price$32.72
Change-$0.17 (-0.52%)
VolumeN/A
CapitalizationN/A
JVMAX vs KMDVX Comparison Chart
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JVMAX vs. KMDVX commentary
Nov 18, 2024
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 JVMAX is a Buy and KMDVX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. KMDVX (133M). KMDVX pays higher dividends than JVMAX: KMDVX (1.21) vs JVMAX (0.67). JVMAX was incepted earlier than KMDVX: JVMAX (27 years) vs KMDVX (13 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. KMDVX (15.00). JVMAX has a lower initial minimum investment than KMDVX: JVMAX (1000) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : 27.44 vs. JVMAX (21.07). KMDVX return over 5 years is better than : 48.74 vs. JVMAX (42.69).
| JVMAX | KMDVX | JVMAX / KMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 14.313 | 19.526 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 133M | 17,895% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 21.07 | 27.44 | 77% |
| Returns for 3 years | 6.26 | 18.68 | 34% |
| Returns for 5 years | 42.69 | 48.74 | 88% |
| Returns for 10 years | 56.97 | 98.33 | 58% |