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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. ABIZX (388M). JVMRX pays higher dividends than ABIZX: JVMRX (0.81) vs ABIZX (0.48). 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 (49.00). 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 : 7.17 vs. ABIZX (-0.95). ABIZX return over 5 years is better than : 13.66 vs. JVMRX (5.11).
| 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 | -0.461 | 6.227 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 22.5B | 2% |
| Annual Yield % from dividends | 0.48 | 0.81 | 60% |
| Returns for 1 year | -0.95 | 7.17 | -13% |
| Returns for 3 years | 19.18 | 20.52 | 93% |
| Returns for 5 years | 13.66 | 5.11 | 267% |
| Returns for 10 years | N/A | 54.85 | - |
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