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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$19.39
Change+$0.23 (+1.20%)
VolumeN/A
Net Assets74.85M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Dec 04, 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: 24.5B vs. AFOYX (74.9M). AFOYX pays higher dividends than JVMIX: AFOYX (1.06) vs JVMIX (0.74). 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 (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 : 7.88 vs. JVMIX (-5.91). AFOYX return over 5 years is better than : 49.74 vs. JVMIX (33.54).
| 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 | 18.450 | 12.022 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9M | 24.5B | 0% |
| Annual Yield % from dividends | 1.06 | 0.74 | 144% |
| Returns for 1 year | 7.88 | -5.91 | -133% |
| Returns for 3 years | 35.34 | 14.46 | 244% |
| Returns for 5 years | 49.74 | 33.54 | 148% |
| Returns for 10 years | 92.93 | 50.20 | 185% |
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