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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Keeley Mid Cap Dividend Value A
Price$29.65
Change-$0.63 (-2.08%)
VolumeN/A
Net Assets122.05M
JVMRX vs KMDVX Comparison Chart
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JVMRX 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 JVMRX is a StrongBuy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. KMDVX (122M). KMDVX pays higher dividends than JVMRX: KMDVX (1.21) vs JVMRX (0.93). JVMRX was incepted earlier than KMDVX: JVMRX (13 years) vs KMDVX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. KMDVX (15.00). 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 : 6.62 vs. JVMRX (-1.71). KMDVX return over 5 years is better than : 32.87 vs. JVMRX (25.72).
| JVMRX | KMDVX | JVMRX / KMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 2.079 | 0.645 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 122M | 18,443% |
| Annual Yield % from dividends | 0.93 | 1.21 | 77% |
| Returns for 1 year | -1.71 | 6.62 | -26% |
| Returns for 3 years | 4.02 | 11.59 | 35% |
| Returns for 5 years | 25.72 | 32.87 | 78% |
| Returns for 10 years | 38.31 | 73.79 | 52% |
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