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KMDIX vs MVCAX
KMDIX vs MVCAX Comparison
Open Charts KMDIX vs MVCAX
Keeley Mid Cap Dividend Value I
Price$32.64
Change-$0.18 (-0.55%)
VolumeN/A
CapitalizationN/A
KMDIX vs MVCAX Comparison Chart
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KMDIX vs. MVCAX 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 KMDIX is a StrongSell and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. KMDIX (133M). KMDIX pays higher dividends than MVCAX: KMDIX (1.43) vs MVCAX (1.16). KMDIX was incepted earlier than MVCAX: KMDIX (13 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. KMDIX (15.00). MVCAX has a lower initial minimum investment than KMDIX: MVCAX (1000) vs KMDIX (1000000). KMDIX (27.73) and MVCAX (26.84) have marching annual gain over last year. KMDIX (50.52) and MVCAX (49.25) have equivalent 5 years return.
| KMDIX | MVCAX | KMDIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 19.758 | 17.801 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 17.9B | 1% |
| Annual Yield % from dividends | 1.43 | 1.16 | 123% |
| Returns for 1 year | 27.73 | 26.84 | 103% |
| Returns for 3 years | 19.57 | 8.55 | 229% |
| Returns for 5 years | 50.52 | 49.25 | 103% |
| Returns for 10 years | 102.65 | 78.64 | 131% |
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