AFAVX
Price
$14.33
Change
+$0.14 (+0.99%)
Updated
Jul 25 closing price
Net Assets
52.25M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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AFAVX vs JVMIX

Header iconAFAVX vs JVMIX Comparison
Open Charts AFAVX vs JVMIXBanner chart's image
AMG River Road Focused Absolute Value I
Price$14.33
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets52.25M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
AFAVX vs JVMIX Comparison Chart in %
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AFAVX vs. JVMIX commentary
Jul 27, 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 StrongBuy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. AFAVX (52.2M). AFAVX pays higher dividends than JVMIX: AFAVX (0.94) vs JVMIX (0.78). 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 : 5.62 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. AFAVX (34.17).
AFAVXJVMIXAFAVX / JVMIX
Total Expense Ratio0.820.8794%
Annual Report Gross Expense Ratio1.020.88116%
Fund Existence10 years28 years-
Gain YTD10.0619.314108%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets52.2M23.1B0%
Annual Yield % from dividends0.940.78121%
Returns for 1 year5.621.20466%
Returns for 3 years25.7021.47120%
Returns for 5 years34.1758.0759%
Returns for 10 yearsN/A50.28-
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