ABIZX
Price
$22.88
Change
+$0.21 (+0.93%)
Updated
Oct 13 closing price
Net Assets
335.53M
JVMRX
Price
$29.39
Change
+$0.37 (+1.27%)
Updated
Oct 13 closing price
Net Assets
23.36B
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ABIZX vs JVMRX

Header iconABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRXBanner chart's image
AMG River Road Mid Cap Value Z
Price$22.88
Change+$0.21 (+0.93%)
VolumeN/A
Net Assets335.53M
JHancock Disciplined Value Mid Cap R6
Price$29.39
Change+$0.37 (+1.27%)
VolumeN/A
Net Assets23.36B
ABIZX vs JVMRX Comparison Chart in %
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ABIZX vs. JVMRX commentary
Oct 14, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. ABIZX (336M). JVMRX pays higher dividends than ABIZX: JVMRX (0.84) vs ABIZX (0.56). ABIZX was incepted earlier than JVMRX: ABIZX (8 years) vs JVMRX (14 years). ABIZX (0.79) is less costly to investors than JVMRX (0.75). ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (49.00). JVMRX has a lower initial minimum investment than ABIZX: JVMRX (1000000) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : -4.71 vs. JVMRX (-5.54). JVMRX return over 5 years is better than : 46.00 vs. ABIZX (-27.25).
ABIZXJVMRXABIZX / JVMRX
Total Expense Ratio0.760.74103%
Annual Report Gross Expense Ratio0.790.75105%
Fund Existence8 years14 years-
Gain YTD3.9437.72151%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets336M23.4B1%
Annual Yield % from dividends0.560.8468%
Returns for 1 year-4.71-5.5485%
Returns for 3 years33.0327.89118%
Returns for 5 years-27.2546.00-59%
Returns for 10 yearsN/A49.32-
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