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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
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 R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
ABIZX vs JVMRX Comparison Chart
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ABIZX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. ABIZX (328M). JVMRX pays higher dividends than ABIZX: JVMRX (0.96) vs ABIZX (0.62). ABIZX was incepted earlier than JVMRX: ABIZX (8 years) vs JVMRX (14 years). ABIZX (0.79) and JVMRX (0.76) have similar cost to investors . ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (47.00). 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 : -3.72 vs. JVMRX (-7.91). JVMRX return over 5 years is better than : 53.53 vs. ABIZX (-20.48).
| ABIZX | JVMRX | ABIZX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.75 | 101% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -1.421 | -2.227 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 20.6B | 2% |
| Annual Yield % from dividends | 0.62 | 0.96 | 64% |
| Returns for 1 year | -3.72 | -7.91 | 47% |
| Returns for 3 years | 18.26 | 5.83 | 313% |
| Returns for 5 years | -20.48 | 53.53 | -38% |
| Returns for 10 years | N/A | 31.98 | - |
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