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KMDIX vs MVCAX
KMDIX vs MVCAX Comparison
Open Charts KMDIX vs MVCAX
Keeley Mid Cap Dividend Value I
Price$29.58
Change-$0.63 (-2.09%)
VolumeN/A
Net Assets122.05M
KMDIX vs MVCAX Comparison Chart
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KMDIX vs. MVCAX commentary
Feb 23, 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 KMDIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. KMDIX (122M). KMDIX pays higher dividends than MVCAX: KMDIX (1.43) vs MVCAX (1.16). KMDIX was incepted earlier than MVCAX: KMDIX (13 years) vs MVCAX (24 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 annual gain was more profitable for investors over the last year : 6.86 vs. MVCAX (1.20). KMDIX return over 5 years is better than : 34.48 vs. MVCAX (28.23).
| KMDIX | MVCAX | KMDIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.646 | 0.391 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 17.4B | 1% |
| Annual Yield % from dividends | 1.43 | 1.16 | 123% |
| Returns for 1 year | 6.86 | 1.20 | 573% |
| Returns for 3 years | 12.40 | 3.99 | 311% |
| Returns for 5 years | 34.48 | 28.23 | 122% |
| Returns for 10 years | 77.60 | 60.23 | 129% |
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