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ABIZX vs JVMSX
ABIZX vs JVMSX Comparison
Open Charts ABIZX vs JVMSX
AMG River Road Mid Cap Value Z
Price$23.89
Change-$0.11 (-0.46%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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ABIZX vs JVMSX Comparison Chart
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ABIZX vs. JVMSX commentary
Sep 21, 2024
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. ABIZX (342M). JVMSX pays higher dividends than ABIZX: JVMSX (0.52) vs ABIZX (0.40). ABIZX was incepted earlier than JVMSX: ABIZX (7 years) vs JVMSX (13 years). ABIZX is a more actively managed with annual turnover of: 75.00 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than ABIZX: JVMSX (0) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : 18.78 vs. JVMSX (15.87). JVMSX return over 5 years is better than : 41.20 vs. ABIZX (-31.39).
| ABIZX | JVMSX | ABIZX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 9.087 | 9.835 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 23.4B | 1% |
| Annual Yield % from dividends | 0.40 | 0.52 | 76% |
| Returns for 1 year | 18.78 | 15.87 | 118% |
| Returns for 3 years | 21.46 | 9.84 | 218% |
| Returns for 5 years | -31.39 | 41.20 | -76% |
| Returns for 10 years | N/A | 56.40 | - |
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