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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
AMG River Road Mid Cap Value Z
Price$23.25
Change+$0.17 (+0.74%)
VolumeN/A
Net Assets344.16M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
ABIZX vs JVMRX Comparison Chart in %
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ABIZX vs. JVMRX commentary
Oct 19, 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 ABIZX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. ABIZX (344M). JVMRX pays higher dividends than ABIZX: JVMRX (0.84) vs ABIZX (0.56). ABIZX was incepted earlier than JVMRX: ABIZX (8 years) vs JVMRX (14 years). ABIZX (0.79) is less costly to investors than JVMRX (0.75). ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (49.00). JVMRX has a lower initial minimum investment than ABIZX: JVMRX (1000000) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : -3.65 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. ABIZX (-26.18).
| ABIZX | JVMRX | ABIZX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.79 | 0.75 | 105% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 6.602 | 9.837 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 23.7B | 1% |
| Annual Yield % from dividends | 0.56 | 0.84 | 68% |
| Returns for 1 year | -3.65 | -4.79 | 76% |
| Returns for 3 years | 31.00 | 25.62 | 121% |
| Returns for 5 years | -26.18 | 47.93 | -55% |
| Returns for 10 years | N/A | 52.40 | - |
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