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JVMTX vs KMDIX
JVMTX vs KMDIX Comparison
Open Charts JVMTX vs KMDIX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Keeley Mid Cap Dividend Value I
Price$29.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMTX vs KMDIX Comparison Chart
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JVMTX vs. KMDIX commentary
Sep 16, 2024
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 JVMTX is a Buy and KMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.8B vs. KMDIX (126M). KMDIX pays higher dividends than JVMTX: KMDIX (1.43) vs JVMTX (0.73). JVMTX was incepted earlier than KMDIX: JVMTX (11 years) vs KMDIX (13 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. KMDIX (15.00). JVMTX has a lower initial minimum investment than KMDIX: JVMTX (0) vs KMDIX (1000000). KMDIX annual gain was more profitable for investors over the last year : 17.59 vs. JVMTX (14.20). KMDIX return over 5 years is better than : 45.54 vs. JVMTX (40.40).
| JVMTX | KMDIX | JVMTX / KMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.108 | 12.101 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8B | 126M | 18,095% |
| Annual Yield % from dividends | 0.73 | 1.43 | 51% |
| Returns for 1 year | 14.20 | 17.59 | 81% |
| Returns for 3 years | 9.50 | 20.80 | 46% |
| Returns for 5 years | 40.40 | 45.54 | 89% |
| Returns for 10 years | 57.10 | 92.86 | 61% |
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