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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$19.00
Change-$0.42 (-2.16%)
VolumeN/A
Net Assets82.1M
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
AFOYX vs JVMAX Comparison Chart in %
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AFOYX vs. JVMAX commentary
Feb 04, 2026
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: 24.7B vs. AFOYX (82.1M). AFOYX pays higher dividends than JVMAX: AFOYX (0.87) vs JVMAX (0.52). AFOYX was incepted earlier than JVMAX: AFOYX (14 years) vs JVMAX (29 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 (31.00). 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 : 15.49 vs. JVMAX (4.15). AFOYX return over 5 years is better than : 30.81 vs. JVMAX (19.61).
| 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 | 29 years | - |
| Gain YTD | 7.943 | 5.161 | 154% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 24.7B | 0% |
| Annual Yield % from dividends | 0.87 | 0.52 | 166% |
| Returns for 1 year | 15.49 | 4.15 | 373% |
| Returns for 3 years | 27.74 | 9.50 | 292% |
| Returns for 5 years | 30.81 | 19.61 | 157% |
| Returns for 10 years | 121.77 | 70.92 | 172% |
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