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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
Aug 23, 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: 24.1B vs. ABIZX (408M). JVMRX pays higher dividends than ABIZX: JVMRX (0.75) 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 : 10.74 vs. ABIZX (-1.35). JVMRX (20.84) and ABIZX (20.47) have equivalent 5 years return.
| 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 | 7.334 | 17.444 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 24.1B | 2% |
| Annual Yield % from dividends | 0.46 | 0.75 | 61% |
| Returns for 1 year | -1.35 | 10.74 | -13% |
| Returns for 3 years | 19.23 | 28.30 | 68% |
| Returns for 5 years | 20.47 | 20.84 | 98% |
| Returns for 10 years | N/A | 64.05 | - |
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