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JVMSX vs KSMIX
JVMSX vs KSMIX Comparison
Open Charts JVMSX vs KSMIX
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Keeley Gabelli SMID Cap Value I
Price$9.64
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets25.98M
JVMSX vs KSMIX Comparison Chart in %
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JVMSX vs. KSMIX 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 KSMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. KSMIX (26M). KSMIX pays higher dividends than JVMSX: KSMIX (1.00) vs JVMSX (0.41). JVMSX was incepted earlier than KSMIX: JVMSX (14 years) vs KSMIX (18 years). KSMIX (1.67) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KSMIX (26.00). JVMSX has a lower initial minimum investment than KSMIX: JVMSX (0) vs KSMIX (1000000). JVMSX annual gain was more profitable for investors over the last year : -6.83 vs. KSMIX (-9.24). JVMSX return over 5 years is better than : 31.03 vs. KSMIX (-7.07).
| JVMSX | KSMIX | JVMSX / KSMIX | |
| Total Expense Ratio | 1.24 | 1.26 | 98% |
| Annual Report Gross Expense Ratio | 1.25 | 1.67 | 75% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.460 | 5.721 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 26M | 90,385% |
| Annual Yield % from dividends | 0.41 | 1.00 | 41% |
| Returns for 1 year | -6.83 | -9.24 | 74% |
| Returns for 3 years | 11.77 | 1.77 | 666% |
| Returns for 5 years | 31.03 | -7.07 | -439% |
| Returns for 10 years | 41.49 | -22.59 | -184% |
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