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AFAVX vs JVMIX
AFAVX vs JVMIX Comparison
Open Charts AFAVX vs JVMIX
AMG River Road Focused Absolute Value I
Price$14.23
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets51.77M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
AFAVX vs JVMIX Comparison Chart in %
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AFAVX vs. JVMIX commentary
Aug 17, 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 AFAVX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. AFAVX (51.8M). AFAVX pays higher dividends than JVMIX: AFAVX (0.95) vs JVMIX (0.76). AFAVX was incepted earlier than JVMIX: AFAVX (10 years) vs JVMIX (28 years). AFAVX (1.02) is less costly to investors than JVMIX (0.88). AFAVX is a more actively managed with annual turnover of: 86.00 vs. JVMIX (49.00). AFAVX has a lower initial minimum investment than JVMIX: AFAVX (100000) vs JVMIX (250000). AFAVX annual gain was more profitable for investors over the last year : 1.04 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. AFAVX (26.36).
| AFAVX | JVMIX | AFAVX / JVMIX | |
| Total Expense Ratio | 0.82 | 0.87 | 94% |
| Annual Report Gross Expense Ratio | 1.02 | 0.88 | 116% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 9.293 | 8.980 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 23.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.76 | 124% |
| Returns for 1 year | 1.04 | 0.76 | 138% |
| Returns for 3 years | 16.35 | 11.90 | 137% |
| Returns for 5 years | 26.36 | 50.10 | 53% |
| Returns for 10 years | N/A | 45.29 | - |
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