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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
ABIZX vs JVMRX Comparison Chart in %
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ABIZX vs. JVMRX commentary
Jul 14, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. ABIZX (397M). JVMRX pays higher dividends than ABIZX: JVMRX (0.78) vs ABIZX (0.47). 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 : 6.32 vs. ABIZX (-4.48). ABIZX return over 5 years is better than : 18.57 vs. JVMRX (14.37).
| ABIZX | JVMRX | ABIZX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.79 | 0.75 | 105% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 3.090 | 11.835 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 23.3B | 2% |
| Annual Yield % from dividends | 0.47 | 0.78 | 60% |
| Returns for 1 year | -4.48 | 6.32 | -71% |
| Returns for 3 years | 13.32 | 18.15 | 73% |
| Returns for 5 years | 18.57 | 14.37 | 129% |
| Returns for 10 years | N/A | 59.74 | - |
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