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JVMRX vs KMDIX
JVMRX vs KMDIX Comparison
Open Charts JVMRX vs KMDIX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
Keeley Mid Cap Dividend Value I
Price$29.73
Change-$0.43 (-1.43%)
VolumeN/A
CapitalizationN/A
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JVMRX vs KMDIX Comparison Chart
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JVMRX vs. KMDIX commentary
Sep 08, 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 JVMRX is a StrongBuy and KMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. KMDIX (122M). KMDIX pays higher dividends than JVMRX: KMDIX (1.43) vs JVMRX (0.93). JVMRX was incepted earlier than KMDIX: JVMRX (13 years) vs KMDIX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. KMDIX (15.00). JVMRX (1000000) and KMDIX (1000000) have matching initial minimum investment requirements. KMDIX annual gain was more profitable for investors over the last year : 15.41 vs. JVMRX (13.59). KMDIX return over 5 years is better than : 47.16 vs. JVMRX (42.69).
| JVMRX | KMDIX | JVMRX / KMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 8.114 | 10.272 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 122M | 18,279% |
| Annual Yield % from dividends | 0.93 | 1.43 | 65% |
| Returns for 1 year | 13.59 | 15.41 | 88% |
| Returns for 3 years | 6.53 | 15.58 | 42% |
| Returns for 5 years | 42.69 | 47.16 | 91% |
| Returns for 10 years | 56.21 | 87.24 | 64% |
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