ABIZX
Price
$23.46
Change
+$0.12 (+0.51%)
Updated
Jul 3 closing price
Net Assets
356.13M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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ABIZX vs JVMRX

Header iconABIZX vs JVMRX Comparison
Open Charts ABIZX vs JVMRXBanner chart's image
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.

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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).
ABIZXJVMRXABIZX / JVMRX
Total Expense Ratio0.760.75101%
Annual Report Gross Expense Ratio0.790.76104%
Fund Existence8 years14 years-
Gain YTD7.5658.50089%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets356M22.6B2%
Annual Yield % from dividends0.580.8866%
Returns for 1 year6.193.59172%
Returns for 3 years35.0224.14145%
Returns for 5 years-16.7763.32-26%
Returns for 10 yearsN/A49.30-
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