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ABIZX vs JVMRX
ABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRX
AMG River Road Mid Cap Value Z
Price$23.46
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets356.13M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
ABIZX vs JVMRX Comparison Chart in %
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ABIZX vs. JVMRX commentary
Jul 07, 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 Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. ABIZX (356M). JVMRX pays higher dividends than ABIZX: JVMRX (0.88) vs ABIZX (0.58). ABIZX was incepted earlier than JVMRX: ABIZX (8 years) vs JVMRX (14 years). ABIZX (0.79) and JVMRX (0.76) have similar cost to investors . ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (47.00). 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 : 6.19 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. ABIZX (-16.77).
| ABIZX | JVMRX | ABIZX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.75 | 101% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 7.565 | 8.500 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 22.6B | 2% |
| Annual Yield % from dividends | 0.58 | 0.88 | 66% |
| Returns for 1 year | 6.19 | 3.59 | 172% |
| Returns for 3 years | 35.02 | 24.14 | 145% |
| Returns for 5 years | -16.77 | 63.32 | -26% |
| Returns for 10 years | N/A | 49.30 | - |
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