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ABIZX vs JVMSX
ABIZX vs JVMSX Comparison
Open Charts ABIZX vs JVMSX
AMG River Road Mid Cap Value Z
Price$23.79
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets356.76M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
ABIZX vs JVMSX Comparison Chart in %
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ABIZX vs. JVMSX commentary
Jul 28, 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: 23.1B vs. ABIZX (357M). 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 (49.00). 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 : 5.46 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. ABIZX (-20.61).
| 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 | 9.078 | 9.064 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 23.1B | 2% |
| Annual Yield % from dividends | 0.58 | 0.42 | 138% |
| Returns for 1 year | 5.46 | 0.75 | 724% |
| Returns for 3 years | 31.14 | 20.42 | 152% |
| Returns for 5 years | -20.61 | 55.91 | -37% |
| Returns for 10 years | N/A | 46.42 | - |
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