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JVMTX vs KMDVX
JVMTX vs KMDVX Comparison
Open Charts JVMTX vs KMDVX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.64B
Keeley Gabelli Mid Cap Dividend A
Price$31.05
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets129.22M
JVMTX vs KMDVX Comparison Chart in %
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JVMTX vs. KMDVX commentary
Jul 21, 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 JVMTX is a Buy and KMDVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. KMDVX (129M). KMDVX pays higher dividends than JVMTX: KMDVX (1.06) vs JVMTX (0.65). JVMTX was incepted earlier than KMDVX: JVMTX (12 years) vs KMDVX (14 years). KMDVX (1.41) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. KMDVX (12.00). JVMTX has a lower initial minimum investment than KMDVX: JVMTX (0) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : 4.35 vs. JVMTX (-0.44). KMDVX return over 5 years is better than : 73.16 vs. JVMTX (56.64).
| JVMTX | KMDVX | JVMTX / KMDVX | |
| Total Expense Ratio | 1.00 | 1.20 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.41 | 79% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.175 | 6.197 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 129M | 17,519% |
| Annual Yield % from dividends | 0.65 | 1.06 | 61% |
| Returns for 1 year | -0.44 | 4.35 | -10% |
| Returns for 3 years | 20.40 | 26.55 | 77% |
| Returns for 5 years | 56.64 | 73.16 | 77% |
| Returns for 10 years | 45.80 | 85.63 | 53% |
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