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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$19.00
Change-$0.42 (-2.16%)
VolumeN/A
Net Assets82.1M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Feb 05, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. AFOYX (82.1M). AFOYX pays higher dividends than JVMIX: AFOYX (0.87) vs JVMIX (0.72). AFOYX was incepted earlier than JVMIX: AFOYX (14 years) vs JVMIX (29 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 (31.00). 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 : 15.49 vs. JVMIX (4.96). AFOYX return over 5 years is better than : 30.81 vs. JVMIX (23.04).
| 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 | 29 years | - |
| Gain YTD | 7.943 | 5.206 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 24.7B | 0% |
| Annual Yield % from dividends | 0.87 | 0.72 | 121% |
| Returns for 1 year | 15.49 | 4.96 | 312% |
| Returns for 3 years | 27.74 | 11.72 | 237% |
| Returns for 5 years | 30.81 | 23.04 | 134% |
| Returns for 10 years | 121.77 | 78.79 | 155% |
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