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JVMTX vs KMDIX
JVMTX vs KMDIX Comparison
Open Charts JVMTX vs KMDIX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Keeley Mid Cap Dividend Value I
Price$32.64
Change-$0.18 (-0.55%)
VolumeN/A
CapitalizationN/A
JVMTX vs KMDIX Comparison Chart
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JVMTX vs. KMDIX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. KMDIX (133M). 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 : 27.73 vs. JVMTX (21.44). KMDIX return over 5 years is better than : 50.52 vs. JVMTX (44.38).
| 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 | 14.484 | 19.758 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 133M | 17,895% |
| Annual Yield % from dividends | 0.73 | 1.43 | 51% |
| Returns for 1 year | 21.44 | 27.73 | 77% |
| Returns for 3 years | 7.23 | 19.57 | 37% |
| Returns for 5 years | 44.38 | 50.52 | 88% |
| Returns for 10 years | 60.91 | 102.65 | 59% |
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