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ABIZX vs JVMAX
ABIZX vs JVMAX Comparison
Open Charts ABIZX vs JVMAX
AMG River Road Mid Cap Value Z
Price$20.13
Change-$0.58 (-2.80%)
VolumeN/A
Net Assets314.03M
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
ABIZX vs JVMAX Comparison Chart
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ABIZX vs. JVMAX commentary
Apr 11, 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 ABIZX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. ABIZX (314M). JVMAX (0.61) and ABIZX (0.61) have matching dividends . ABIZX was incepted earlier than JVMAX: ABIZX (8 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than ABIZX (0.98). ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than ABIZX: JVMAX (1000) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : -9.47 vs. JVMAX (-13.18). JVMAX return over 5 years is better than : 46.66 vs. ABIZX (-20.75).
| ABIZX | JVMAX | ABIZX / JVMAX | |
| Total Expense Ratio | 0.98 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.13 | 87% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -5.044 | -6.609 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 19.9B | 2% |
| Annual Yield % from dividends | 0.61 | 0.61 | 99% |
| Returns for 1 year | -9.47 | -13.18 | 72% |
| Returns for 3 years | 4.95 | -6.52 | -76% |
| Returns for 5 years | -20.75 | 46.66 | -44% |
| Returns for 10 years | N/A | 20.81 | - |
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