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JVMSX vs KMDVX
JVMSX vs KMDVX Comparison
Open Charts JVMSX vs KMDVX
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Keeley Gabelli Mid Cap Dividend A
Price$30.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets122.59M
JVMSX vs KMDVX Comparison Chart in %
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JVMSX vs. KMDVX commentary
Nov 20, 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 KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. KMDVX (123M). KMDVX pays higher dividends than JVMSX: KMDVX (1.01) vs JVMSX (0.41). JVMSX was incepted earlier than KMDVX: JVMSX (14 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (12.00). JVMSX has a lower initial minimum investment than KMDVX: JVMSX (0) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : -4.49 vs. JVMSX (-6.83). KMDVX return over 5 years is better than : 50.70 vs. JVMSX (31.03).
| JVMSX | KMDVX | JVMSX / KMDVX | |
| Total Expense Ratio | 1.24 | 1.20 | 103% |
| Annual Report Gross Expense Ratio | 1.25 | 1.41 | 89% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.460 | 6.230 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 123M | 19,106% |
| Annual Yield % from dividends | 0.41 | 1.01 | 40% |
| Returns for 1 year | -6.83 | -4.49 | 152% |
| Returns for 3 years | 11.77 | 18.25 | 64% |
| Returns for 5 years | 31.03 | 50.70 | 61% |
| Returns for 10 years | 41.49 | 94.19 | 44% |
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