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ABMIX vs JVMRX
ABMIX vs JVMRX Comparison
Open Charts ABMIX vs JVMRX
AMG River Road Mid Cap Value I
Price$21.86
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets330.89M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
ABMIX vs JVMRX Comparison Chart
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ABMIX vs. JVMRX commentary
May 10, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.8B vs. ABMIX (331M). JVMRX pays higher dividends than ABMIX: JVMRX (0.96) vs ABMIX (0.56). ABMIX was incepted earlier than JVMRX: ABMIX (21 years) vs JVMRX (14 years). ABMIX (0.84) 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 : -3.82 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 54.99 vs. ABMIX (-19.52).
| ABMIX | JVMRX | ABMIX / JVMRX | |
| Total Expense Ratio | 0.81 | 0.75 | 108% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -0.455 | -1.299 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 20.8B | 2% |
| Annual Yield % from dividends | 0.56 | 0.96 | 58% |
| Returns for 1 year | -3.82 | -7.83 | 49% |
| Returns for 3 years | 19.59 | 7.00 | 280% |
| Returns for 5 years | -19.52 | 54.99 | -35% |
| Returns for 10 years | -46.58 | 33.80 | -138% |
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