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ABIZX vs JVMCX
ABIZX vs JVMCX Comparison
Open Charts ABIZX vs JVMCX
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 C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
ABIZX vs JVMCX Comparison Chart
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ABIZX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. ABIZX (328M). ABIZX pays higher dividends than JVMCX: ABIZX (0.62) vs JVMCX (0.00). ABIZX was incepted earlier than JVMCX: ABIZX (8 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than ABIZX (0.79). ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMCX (47.00). JVMCX has a lower initial minimum investment than ABIZX: JVMCX (1000) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : -3.72 vs. JVMCX (-9.51). JVMCX return over 5 years is better than : 46.17 vs. ABIZX (-20.48).
| ABIZX | JVMCX | ABIZX / JVMCX | |
| Total Expense Ratio | 0.76 | 1.87 | 41% |
| Annual Report Gross Expense Ratio | 0.79 | 1.88 | 42% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -1.421 | -2.609 | 54% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -3.72 | -9.51 | 39% |
| Returns for 3 years | 18.26 | 2.43 | 752% |
| Returns for 5 years | -20.48 | 46.17 | -44% |
| Returns for 10 years | N/A | 19.98 | - |
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