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JVMAX vs KMDVX
JVMAX vs KMDVX Comparison
Open Charts JVMAX vs KMDVX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Keeley Mid Cap Dividend Value A
Price$30.55
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets126.71M
JVMAX vs KMDVX Comparison Chart
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JVMAX vs. KMDVX commentary
Jan 19, 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 JVMAX is a Hold and KMDVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. KMDVX (127M). KMDVX pays higher dividends than JVMAX: KMDVX (1.21) vs JVMAX (0.67). JVMAX was incepted earlier than KMDVX: JVMAX (28 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 : 14.49 vs. JVMAX (4.82). KMDVX return over 5 years is better than : 34.22 vs. JVMAX (23.77).
| JVMAX | KMDVX | JVMAX / KMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 3.777 | 3.123 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 127M | 18,189% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 4.82 | 14.49 | 33% |
| Returns for 3 years | -0.09 | 10.24 | -1% |
| Returns for 5 years | 23.77 | 34.22 | 69% |
| Returns for 10 years | 42.53 | 88.40 | 48% |
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