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KMDIX vs VMVIX
KMDIX vs VMVIX Comparison
Open Charts KMDIX vs VMVIX
Keeley Mid Cap Dividend Value I
Price$32.43
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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KMDIX vs VMVIX Comparison Chart
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KMDIX vs. VMVIX commentary
Oct 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 Buy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.2B vs. KMDIX (133M). VMVIX pays higher dividends than KMDIX: VMVIX (2.03) vs KMDIX (1.43). KMDIX was incepted earlier than VMVIX: KMDIX (13 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. KMDIX (15.00). VMVIX has a lower initial minimum investment than KMDIX: VMVIX (3000) vs KMDIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 29.22 vs. KMDIX (26.42). KMDIX (53.89) and VMVIX (52.82) have equivalent 5 years return.
| KMDIX | VMVIX | KMDIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 17.336 | 17.561 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 31.2B | 0% |
| Annual Yield % from dividends | 1.43 | 2.03 | 70% |
| Returns for 1 year | 26.42 | 29.22 | 90% |
| Returns for 3 years | 22.35 | 17.81 | 126% |
| Returns for 5 years | 53.89 | 52.82 | 102% |
| Returns for 10 years | 114.55 | 114.52 | 100% |
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