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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.64B
Keeley Gabelli Mid Cap Dividend A
Price$31.05
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets129.22M
JVMRX vs KMDVX Comparison Chart in %
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JVMRX vs. KMDVX commentary
Jul 21, 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 JVMRX is a Buy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. KMDVX (129M). KMDVX pays higher dividends than JVMRX: KMDVX (1.06) vs JVMRX (0.88). JVMRX was incepted earlier than KMDVX: JVMRX (14 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (12.00). KMDVX has a lower initial minimum investment than JVMRX: KMDVX (2500) vs JVMRX (1000000). KMDVX annual gain was more profitable for investors over the last year : 4.35 vs. JVMRX (-0.16). KMDVX return over 5 years is better than : 73.16 vs. JVMRX (57.88).
| JVMRX | KMDVX | JVMRX / KMDVX | |
| Total Expense Ratio | 0.75 | 1.20 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.41 | 54% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.315 | 6.197 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 129M | 17,519% |
| Annual Yield % from dividends | 0.88 | 1.06 | 83% |
| Returns for 1 year | -0.16 | 4.35 | -4% |
| Returns for 3 years | 21.06 | 26.55 | 79% |
| Returns for 5 years | 57.88 | 73.16 | 79% |
| Returns for 10 years | 48.04 | 85.63 | 56% |
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