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ABMIX vs JVMRX
ABMIX vs JVMRX Comparison
Open Charts ABMIX vs JVMRX
AMG River Road Mid Cap Value I
Price$20.64
Change+$0.36 (+1.78%)
VolumeN/A
Net Assets307.19M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
ABMIX vs JVMRX Comparison Chart
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ABMIX vs. JVMRX commentary
Apr 12, 2025
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 ABMIX is a Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. ABMIX (307M). JVMRX pays higher dividends than ABMIX: JVMRX (0.94) vs ABMIX (0.55). ABMIX was incepted earlier than JVMRX: ABMIX (21 years) vs JVMRX (14 years). ABMIX (1.03) is less costly to investors than JVMRX (0.76). ABMIX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (47.00). ABMIX has a lower initial minimum investment than JVMRX: ABMIX (100000) vs JVMRX (1000000). ABMIX annual gain was more profitable for investors over the last year : -11.78 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. ABMIX (-22.85).
| ABMIX | JVMRX | ABMIX / JVMRX | |
| Total Expense Ratio | 1.03 | 0.75 | 137% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -7.734 | -9.614 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 19.2B | 2% |
| Annual Yield % from dividends | 0.55 | 0.94 | 59% |
| Returns for 1 year | -11.78 | -14.99 | 79% |
| Returns for 3 years | 2.37 | -7.97 | -30% |
| Returns for 5 years | -22.85 | 45.40 | -50% |
| Returns for 10 years | -50.47 | 22.35 | -226% |
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