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ABIZX vs JVMAX
ABIZX vs JVMAX Comparison
Open Charts ABIZX vs JVMAX
AMG River Road Mid Cap Value Z
Price$21.72
Change+$0.22 (+1.02%)
VolumeN/A
Net Assets327.89M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
ABIZX vs JVMAX Comparison Chart
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ABIZX vs. JVMAX commentary
May 09, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. ABIZX (328M). JVMAX (0.63) and ABIZX (0.62) 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 (0.79). 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 : -3.72 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. ABIZX (-20.48).
| ABIZX | JVMAX | ABIZX / JVMAX | |
| Total Expense Ratio | 0.76 | 1.12 | 68% |
| Annual Report Gross Expense Ratio | 0.79 | 1.13 | 70% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -1.421 | -2.360 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 20.6B | 2% |
| Annual Yield % from dividends | 0.62 | 0.63 | 98% |
| Returns for 1 year | -3.72 | -8.80 | 42% |
| Returns for 3 years | 18.26 | 4.03 | 453% |
| Returns for 5 years | -20.48 | 49.78 | -41% |
| Returns for 10 years | N/A | 26.12 | - |
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