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JVMTX vs KSMIX
JVMTX vs KSMIX Comparison
Open Charts JVMTX vs KSMIX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.32B
Keeley Gabelli SMID Cap Value I
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets27.13M
JVMTX vs KSMIX Comparison Chart in %
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JVMTX vs. KSMIX commentary
Sep 09, 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 KSMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. KSMIX (27.1M). KSMIX pays higher dividends than JVMTX: KSMIX (0.99) vs JVMTX (0.62). JVMTX was incepted earlier than KSMIX: JVMTX (12 years) vs KSMIX (18 years). KSMIX (1.67) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. KSMIX (26.00). JVMTX has a lower initial minimum investment than KSMIX: JVMTX (0) vs KSMIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 4.15 vs. KSMIX (3.64). JVMTX return over 5 years is better than : 55.53 vs. KSMIX (11.63).
| JVMTX | KSMIX | JVMTX / KSMIX | |
| Total Expense Ratio | 0.99 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.10 | 1.67 | 66% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 11.891 | 10.341 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 27.1M | 89,668% |
| Annual Yield % from dividends | 0.62 | 0.99 | 63% |
| Returns for 1 year | 4.15 | 3.64 | 114% |
| Returns for 3 years | 19.14 | 6.87 | 279% |
| Returns for 5 years | 55.53 | 11.63 | 477% |
| Returns for 10 years | 57.58 | -19.45 | -296% |
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