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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$19.15
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets75.06M
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
AFOYX vs JVMAX Comparison Chart in %
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AFOYX vs. JVMAX commentary
Sep 08, 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 AFOYX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. AFOYX (75.1M). AFOYX pays higher dividends than JVMAX: AFOYX (1.07) vs JVMAX (0.55). AFOYX was incepted earlier than JVMAX: AFOYX (14 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than AFOYX (0.87). JVMAX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). JVMAX has a lower initial minimum investment than AFOYX: JVMAX (1000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 19.06 vs. JVMAX (2.01). AFOYX return over 5 years is better than : 61.61 vs. JVMAX (51.61).
| AFOYX | JVMAX | AFOYX / JVMAX | |
| Total Expense Ratio | 0.75 | 1.10 | 68% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 17.774 | 11.802 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 24.3B | 0% |
| Annual Yield % from dividends | 1.07 | 0.55 | 194% |
| Returns for 1 year | 19.06 | 2.01 | 948% |
| Returns for 3 years | 32.34 | 23.09 | 140% |
| Returns for 5 years | 61.61 | 51.61 | 119% |
| Returns for 10 years | 71.14 | 52.52 | 135% |
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