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AFAVX vs JVMTX
AFAVX vs JVMTX Comparison
Open Charts AFAVX vs JVMTX
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 R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
AFAVX vs JVMTX Comparison Chart in %
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AFAVX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. AFAVX (52.2M). AFAVX pays higher dividends than JVMTX: AFAVX (0.94) vs JVMTX (0.65). AFAVX was incepted earlier than JVMTX: AFAVX (10 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than AFAVX (1.02). AFAVX is a more actively managed with annual turnover of: 86.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than AFAVX: JVMTX (0) vs AFAVX (100000). AFAVX annual gain was more profitable for investors over the last year : 5.62 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. AFAVX (34.17).
| AFAVX | JVMTX | AFAVX / JVMTX | |
| Total Expense Ratio | 0.82 | 1.00 | 82% |
| Annual Report Gross Expense Ratio | 1.02 | 1.11 | 92% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 10.061 | 9.253 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.2M | 23.1B | 0% |
| Annual Yield % from dividends | 0.94 | 0.65 | 145% |
| Returns for 1 year | 5.62 | 1.07 | 526% |
| Returns for 3 years | 25.70 | 21.15 | 122% |
| Returns for 5 years | 34.17 | 57.29 | 60% |
| Returns for 10 years | N/A | 48.90 | - |
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