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KMDVX vs MVCAX
KMDVX vs MVCAX Comparison
Open Charts KMDVX vs MVCAX
Keeley Mid Cap Dividend Value A
Price$29.65
Change-$0.63 (-2.08%)
VolumeN/A
Net Assets122.05M
KMDVX vs MVCAX Comparison Chart
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KMDVX 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 KMDVX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. KMDVX (122M). KMDVX (1.21) and MVCAX (1.16) have matching dividends . KMDVX was incepted earlier than MVCAX: KMDVX (13 years) vs MVCAX (24 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. KMDVX (15.00). MVCAX has a lower initial minimum investment than KMDVX: MVCAX (1000) vs KMDVX (2500). KMDVX annual gain was more profitable for investors over the last year : 6.62 vs. MVCAX (1.20). KMDVX return over 5 years is better than : 32.87 vs. MVCAX (28.23).
| KMDVX | MVCAX | KMDVX / 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 | 0.645 | 0.391 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 17.4B | 1% |
| Annual Yield % from dividends | 1.21 | 1.16 | 104% |
| Returns for 1 year | 6.62 | 1.20 | 553% |
| Returns for 3 years | 11.59 | 3.99 | 291% |
| Returns for 5 years | 32.87 | 28.23 | 116% |
| Returns for 10 years | 73.79 | 60.23 | 123% |
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