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ABIZX vs JVMSX
ABIZX vs JVMSX Comparison
Open Charts ABIZX vs JVMSX
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 R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
ABIZX vs JVMSX Comparison Chart in %
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ABIZX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. ABIZX (356M). ABIZX pays higher dividends than JVMSX: ABIZX (0.58) vs JVMSX (0.42). ABIZX was incepted earlier than JVMSX: ABIZX (8 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than ABIZX (0.79). ABIZX is a more actively managed with annual turnover of: 77.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than ABIZX: JVMSX (0) vs ABIZX (5000000). ABIZX annual gain was more profitable for investors over the last year : 6.19 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. ABIZX (-16.77).
| ABIZX | JVMSX | ABIZX / JVMSX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.565 | 8.206 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 22.6B | 2% |
| Annual Yield % from dividends | 0.58 | 0.42 | 138% |
| Returns for 1 year | 6.19 | 3.00 | 206% |
| Returns for 3 years | 35.02 | 22.77 | 154% |
| Returns for 5 years | -16.77 | 60.52 | -28% |
| Returns for 10 years | N/A | 44.56 | - |
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