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JVMRX vs KMDVX
JVMRX vs KMDVX Comparison
Open Charts JVMRX vs KMDVX
JHancock Disciplined Value Mid Cap R6
Price$27.71
Change+$0.26 (+0.95%)
VolumeN/A
Net Assets21.57B
Keeley Mid Cap Dividend Value A
Price$30.21
Change+$0.39 (+1.31%)
VolumeN/A
Net Assets123.28M
JVMRX vs KMDVX Comparison Chart
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JVMRX vs. KMDVX commentary
Jun 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.6B vs. KMDVX (123M). KMDVX pays higher dividends than JVMRX: KMDVX (1.10) vs JVMRX (0.91). 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 : 1.87 vs. JVMRX (-4.00). KMDVX return over 5 years is better than : 58.85 vs. JVMRX (43.67).
| 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 | 1.893 | 1.696 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 123M | 17,561% |
| Annual Yield % from dividends | 0.91 | 1.10 | 82% |
| Returns for 1 year | -4.00 | 1.87 | -214% |
| Returns for 3 years | 6.07 | 12.32 | 49% |
| Returns for 5 years | 43.67 | 58.85 | 74% |
| Returns for 10 years | 37.08 | 74.68 | 50% |
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