ABIZX
Price
$22.03
Change
+$0.11 (+0.50%)
Updated
Sep 11 closing price
Net Assets
376.77M
JVMRX
Price
$31.37
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
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ABIZX vs JVMRX

ABIZX vs JVMRX Comparison Chart in %
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ABIZX vs. JVMRX commentary
Sep 13, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. ABIZX (377M). JVMRX pays higher dividends than ABIZX: JVMRX (0.74) vs ABIZX (0.46). ABIZX was incepted earlier than JVMRX: ABIZX (9 years) vs JVMRX (15 years). ABIZX (0.79) is less costly to investors than JVMRX (0.75). ABIZX is a more actively managed with annual turnover of: 93.00 vs. JVMRX (48.00). JVMRX has a lower initial minimum investment than ABIZX: JVMRX (1000000) vs ABIZX (5000000). JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. ABIZX (-9.37). JVMRX return over 5 years is better than : 16.49 vs. ABIZX (14.28).
ABIZXJVMRXABIZX / JVMRX
Total Expense Ratio0.760.74103%
Annual Report Gross Expense Ratio0.790.75105%
Fund Existence9 years15 years-
Gain YTD1.10713.2568%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets377M23.2B2%
Annual Yield % from dividends0.460.7462%
Returns for 1 year-9.372.46-380%
Returns for 3 years11.1921.9351%
Returns for 5 years14.2816.4987%
Returns for 10 yearsN/A61.53-
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