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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$17.69
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets69.18M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. AFOYX (69.2M). AFOYX pays higher dividends than JVMIX: AFOYX (1.24) vs JVMIX (0.78). AFOYX was incepted earlier than JVMIX: AFOYX (14 years) vs JVMIX (28 years). JVMIX (0.88) and AFOYX (0.87) 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 : 9.11 vs. JVMIX (1.20). JVMIX (58.07) and AFOYX (57.13) have equivalent 5 years return.
| AFOYX | JVMIX | AFOYX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.87 | 86% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 8.795 | 9.314 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 23.1B | 0% |
| Annual Yield % from dividends | 1.24 | 0.78 | 160% |
| Returns for 1 year | 9.11 | 1.20 | 757% |
| Returns for 3 years | 19.64 | 21.47 | 91% |
| Returns for 5 years | 57.13 | 58.07 | 98% |
| Returns for 10 years | 49.61 | 50.28 | 99% |
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