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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
Keeley Mid Cap Dividend Value A
Price$26.65
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets110.42M
JVMRX vs KMDVX Comparison Chart
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JVMRX vs. KMDVX commentary
Apr 17, 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 StrongBuy and KMDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. KMDVX (110M). KMDVX pays higher dividends than JVMRX: KMDVX (1.15) vs JVMRX (0.94). 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: 47.00 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 : -4.84 vs. JVMRX (-10.38). KMDVX return over 5 years is better than : 68.37 vs. JVMRX (50.77).
| 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 | -7.424 | -8.501 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 110M | 17,909% |
| Annual Yield % from dividends | 0.94 | 1.15 | 81% |
| Returns for 1 year | -10.38 | -4.84 | 214% |
| Returns for 3 years | -6.40 | -0.73 | 873% |
| Returns for 5 years | 50.77 | 68.37 | 74% |
| Returns for 10 years | 26.22 | 58.75 | 45% |
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