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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$15.98
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets62.99M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
AFOYX vs JVMAX Comparison Chart
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AFOYX vs. JVMAX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. AFOYX (63M). AFOYX pays higher dividends than JVMAX: AFOYX (1.31) vs JVMAX (0.60). AFOYX was incepted earlier than JVMAX: AFOYX (13 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than AFOYX (0.87). JVMAX is a more actively managed with annual turnover of: 47.00 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 : 7.47 vs. JVMAX (-3.68). JVMAX (48.97) and AFOYX (48.63) have equivalent 5 years return.
| AFOYX | JVMAX | AFOYX / JVMAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -1.722 | 2.360 | -73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63M | 21.5B | 0% |
| Annual Yield % from dividends | 1.31 | 0.60 | 220% |
| Returns for 1 year | 7.47 | -3.68 | -203% |
| Returns for 3 years | 9.06 | 15.06 | 60% |
| Returns for 5 years | 48.63 | 48.97 | 99% |
| Returns for 10 years | 28.27 | 31.57 | 90% |
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