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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$19.15
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets75.06M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. AFOYX (75.1M). AFOYX pays higher dividends than JVMIX: AFOYX (1.07) vs JVMIX (0.74). AFOYX was incepted earlier than JVMIX: AFOYX (14 years) vs JVMIX (28 years). AFOYX (0.87) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). JVMIX has a lower initial minimum investment than AFOYX: JVMIX (250000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 19.06 vs. JVMIX (2.91). AFOYX return over 5 years is better than : 61.61 vs. JVMIX (54.86).
| AFOYX | JVMIX | AFOYX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 17.774 | 11.985 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 24.3B | 0% |
| Annual Yield % from dividends | 1.07 | 0.74 | 144% |
| Returns for 1 year | 19.06 | 2.91 | 656% |
| Returns for 3 years | 32.34 | 24.95 | 130% |
| Returns for 5 years | 61.61 | 54.86 | 112% |
| Returns for 10 years | 71.14 | 58.60 | 121% |
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