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ABMIX vs JVMSX
ABMIX vs JVMSX Comparison
Open Charts ABMIX vs JVMSX
AMG River Road Mid Cap Value I
Price$23.52
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets349.1M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
ABMIX vs JVMSX Comparison Chart in %
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ABMIX vs. JVMSX commentary
Aug 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. ABMIX (349M). ABMIX pays higher dividends than JVMSX: ABMIX (0.52) vs JVMSX (0.41). ABMIX was incepted earlier than JVMSX: ABMIX (21 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than ABMIX (0.84). ABMIX is a more actively managed with annual turnover of: 77.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than ABMIX: JVMSX (0) vs ABMIX (100000). ABMIX annual gain was more profitable for investors over the last year : 5.05 vs. JVMSX (1.29). JVMSX return over 5 years is better than : 48.26 vs. ABMIX (-25.97).
| ABMIX | JVMSX | ABMIX / JVMSX | |
| Total Expense Ratio | 0.81 | 1.25 | 65% |
| Annual Report Gross Expense Ratio | 0.84 | 1.26 | 67% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 6.688 | 6.938 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 23.2B | 2% |
| Annual Yield % from dividends | 0.52 | 0.41 | 126% |
| Returns for 1 year | 5.05 | 1.29 | 391% |
| Returns for 3 years | 24.04 | 14.48 | 166% |
| Returns for 5 years | -25.97 | 48.26 | -54% |
| Returns for 10 years | -37.64 | 40.54 | -93% |
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