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JVMSX vs KSMVX
JVMSX vs KSMVX Comparison
Open Charts JVMSX vs KSMVX
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
Keeley Gabelli SMID Cap Value A
Price$9.43
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets26.31M
JVMSX vs KSMVX Comparison Chart in %
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JVMSX vs. KSMVX commentary
Oct 18, 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: 23.7B vs. KSMVX (26.3M). KSMVX pays higher dividends than JVMSX: KSMVX (0.79) vs JVMSX (0.40). 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 : -5.69 vs. KSMVX (-6.69). JVMSX return over 5 years is better than : 44.83 vs. KSMVX (2.81).
| 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 | 8.952 | 7.420 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 26.3M | 90,114% |
| Annual Yield % from dividends | 0.40 | 0.79 | 50% |
| Returns for 1 year | -5.69 | -6.69 | 85% |
| Returns for 3 years | 23.78 | 10.56 | 225% |
| Returns for 5 years | 44.83 | 2.81 | 1,593% |
| Returns for 10 years | 46.99 | -24.74 | -190% |
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