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JVMAX vs KMDVX
JVMAX vs KMDVX Comparison
Open Charts JVMAX vs KMDVX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Keeley Mid Cap Dividend Value A
Price$29.65
Change-$0.63 (-2.08%)
VolumeN/A
Net Assets122.05M
JVMAX vs KMDVX Comparison Chart
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JVMAX vs. KMDVX commentary
Feb 23, 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 StrongBuy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. KMDVX (122M). 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 : 6.62 vs. JVMAX (-2.62). KMDVX return over 5 years is better than : 32.87 vs. JVMAX (22.67).
| 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 | 2.046 | 0.645 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 122M | 18,443% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | -2.62 | 6.62 | -40% |
| Returns for 3 years | 2.26 | 11.59 | 19% |
| Returns for 5 years | 22.67 | 32.87 | 69% |
| Returns for 10 years | 32.20 | 73.79 | 44% |
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