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JVMTX vs KSMVX
JVMTX vs KSMVX Comparison
Open Charts JVMTX vs KSMVX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Keeley Gabelli SMID Cap Value A
Price$9.24
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets25.9M
JVMTX vs KSMVX Comparison Chart in %
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JVMTX vs. KSMVX commentary
Nov 20, 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 Hold and KSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. KSMVX (25.9M). KSMVX pays higher dividends than JVMTX: KSMVX (0.80) vs JVMTX (0.63). JVMTX was incepted earlier than KSMVX: JVMTX (12 years) vs KSMVX (18 years). KSMVX (1.92) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. KSMVX (26.00). JVMTX has a lower initial minimum investment than KSMVX: JVMTX (0) vs KSMVX (2500). JVMTX annual gain was more profitable for investors over the last year : -7.14 vs. KSMVX (-9.55). JVMTX return over 5 years is better than : 30.97 vs. KSMVX (-9.31).
| JVMTX | KSMVX | JVMTX / KSMVX | |
| Total Expense Ratio | 0.99 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 1.10 | 1.92 | 57% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.507 | 5.251 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 25.9M | 90,347% |
| Annual Yield % from dividends | 0.63 | 0.80 | 78% |
| Returns for 1 year | -7.14 | -9.55 | 75% |
| Returns for 3 years | 12.20 | 0.84 | 1,454% |
| Returns for 5 years | 30.97 | -9.31 | -333% |
| Returns for 10 years | 43.58 | -25.80 | -169% |
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