AFAVX
Price
$14.16
Change
+$0.05 (+0.35%)
Updated
Jul 3 closing price
Net Assets
51.57M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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AFAVX vs JVMTX

Header iconAFAVX vs JVMTX Comparison
Open Charts AFAVX vs JVMTXBanner chart's image
AMG River Road Focused Absolute Value I
Price$14.16
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets51.57M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
AFAVX vs JVMTX Comparison Chart in %
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AFAVX vs. JVMTX commentary
Jul 06, 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. AFAVX (51.6M). 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 (47.00). 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 : 6.54 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. AFAVX (38.61).
AFAVXJVMTXAFAVX / JVMTX
Total Expense Ratio0.821.0082%
Annual Report Gross Expense Ratio1.021.1192%
Fund Existence10 years12 years-
Gain YTD8.7568.361105%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets51.6M22.6B0%
Annual Yield % from dividends0.940.65145%
Returns for 1 year6.543.31198%
Returns for 3 years27.8323.47119%
Returns for 5 years38.6161.9662%
Returns for 10 yearsN/A46.97-
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