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JVMSX vs KSMVX
JVMSX vs KSMVX Comparison
Open Charts JVMSX vs KSMVX
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Keeley Gabelli SMID Cap Value A
Price$9.26
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets25.98M
JVMSX vs KSMVX Comparison Chart in %
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JVMSX vs. KSMVX 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 KSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. KSMVX (26M). KSMVX pays higher dividends than JVMSX: KSMVX (0.80) vs JVMSX (0.41). JVMSX was incepted earlier than KSMVX: JVMSX (14 years) vs KSMVX (18 years). KSMVX (1.92) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. KSMVX (26.00). JVMSX has a lower initial minimum investment than KSMVX: JVMSX (0) vs KSMVX (2500). JVMSX annual gain was more profitable for investors over the last year : -6.83 vs. KSMVX (-9.44). JVMSX return over 5 years is better than : 31.03 vs. KSMVX (-8.94).
| JVMSX | KSMVX | JVMSX / KSMVX | |
| Total Expense Ratio | 1.24 | 1.51 | 82% |
| Annual Report Gross Expense Ratio | 1.25 | 1.92 | 65% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.460 | 5.479 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 26M | 90,385% |
| Annual Yield % from dividends | 0.41 | 0.80 | 51% |
| Returns for 1 year | -6.83 | -9.44 | 72% |
| Returns for 3 years | 11.77 | 1.06 | 1,112% |
| Returns for 5 years | 31.03 | -8.94 | -347% |
| Returns for 10 years | 41.49 | -25.64 | -162% |