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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
AMG River Road Mid Cap Value Z
Price$20.13
Change-$0.58 (-2.80%)
VolumeN/A
Net Assets314.03M
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
ABIZX vs JVMRX Comparison Chart
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ABIZX vs. JVMRX commentary
Apr 11, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. ABIZX (314M). JVMRX pays higher dividends than ABIZX: JVMRX (0.94) vs ABIZX (0.61). ABIZX was incepted earlier than JVMRX: ABIZX (8 years) vs JVMRX (14 years). ABIZX (0.98) is less costly to investors than JVMRX (0.76). 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 : -9.47 vs. JVMRX (-12.36). JVMRX return over 5 years is better than : 50.36 vs. ABIZX (-20.75).
| ABIZX | JVMRX | ABIZX / JVMRX | |
| Total Expense Ratio | 0.98 | 0.75 | 131% |
| Annual Report Gross Expense Ratio | 0.98 | 0.76 | 129% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -5.044 | -6.533 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 19.9B | 2% |
| Annual Yield % from dividends | 0.61 | 0.94 | 64% |
| Returns for 1 year | -9.47 | -12.36 | 77% |
| Returns for 3 years | 4.95 | -4.90 | -101% |
| Returns for 5 years | -20.75 | 50.36 | -41% |
| Returns for 10 years | N/A | 26.40 | - |
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