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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Keeley Gabelli Mid Cap Dividend A
Price$31.71
Change-$0.25 (-0.78%)
VolumeN/A
Net Assets131.43M
JVMRX vs KMDVX Comparison Chart in %
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JVMRX vs. KMDVX commentary
Sep 26, 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 Hold and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. KMDVX (131M). KMDVX pays higher dividends than JVMRX: KMDVX (1.02) vs JVMRX (0.84). JVMRX was incepted earlier than KMDVX: JVMRX (14 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMRX (0.75). 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 : 2.99 vs. JVMRX (-0.10). KMDVX return over 5 years is better than : 80.60 vs. JVMRX (62.22).
| JVMRX | KMDVX | JVMRX / KMDVX | |
| Total Expense Ratio | 0.74 | 1.20 | 62% |
| Annual Report Gross Expense Ratio | 0.75 | 1.41 | 53% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 11.581 | 9.309 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 131M | 18,473% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | -0.10 | 2.99 | -3% |
| Returns for 3 years | 34.68 | 39.24 | 88% |
| Returns for 5 years | 62.22 | 80.60 | 77% |
| Returns for 10 years | 66.13 | 113.02 | 59% |
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