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JVMSX vs KMDIX
JVMSX vs KMDIX Comparison
Open Charts JVMSX vs KMDIX
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Keeley Gabelli Mid Cap Dividend I
Price$30.91
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets122.24M
JVMSX vs KMDIX Comparison Chart in %
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JVMSX vs. KMDIX commentary
Nov 19, 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 JVMSX is a Hold and KMDIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. KMDIX (122M). KMDIX pays higher dividends than JVMSX: KMDIX (1.24) vs JVMSX (0.41). JVMSX was incepted earlier than KMDIX: JVMSX (14 years) vs KMDIX (14 years). JVMSX (1.25) is less costly to investors than KMDIX (1.16). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KMDIX (12.00). JVMSX has a lower initial minimum investment than KMDIX: JVMSX (0) vs KMDIX (1000000). KMDIX annual gain was more profitable for investors over the last year : -4.59 vs. JVMSX (-7.41). KMDIX return over 5 years is better than : 51.61 vs. JVMSX (29.76).
| JVMSX | KMDIX | JVMSX / KMDIX | |
| Total Expense Ratio | 1.24 | 0.95 | 131% |
| Annual Report Gross Expense Ratio | 1.25 | 1.16 | 108% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.236 | 6.168 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 122M | 19,180% |
| Annual Yield % from dividends | 0.41 | 1.24 | 33% |
| Returns for 1 year | -7.41 | -4.59 | 161% |
| Returns for 3 years | 11.53 | 18.80 | 61% |
| Returns for 5 years | 29.76 | 51.61 | 58% |
| Returns for 10 years | 41.20 | 98.32 | 42% |
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