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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
AMG River Road Mid Cap Value Z
Price$22.08
Change-$0.30 (-1.34%)
VolumeN/A
Net Assets339.59M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
ABIZX vs JVMRX Comparison Chart
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ABIZX vs. JVMRX commentary
Jun 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. ABIZX (340M). JVMRX pays higher dividends than ABIZX: JVMRX (0.91) vs ABIZX (0.59). 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 : 1.17 vs. JVMRX (-1.60). JVMRX return over 5 years is better than : 54.49 vs. ABIZX (-21.06).
| 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 | 2.613 | 3.749 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 21.7B | 2% |
| Annual Yield % from dividends | 0.59 | 0.91 | 65% |
| Returns for 1 year | 1.17 | -1.60 | -73% |
| Returns for 3 years | 28.51 | 18.46 | 154% |
| Returns for 5 years | -21.06 | 54.49 | -39% |
| Returns for 10 years | N/A | 39.38 | - |
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