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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets76.25M
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Dec 28, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. AFOYX (76.2M). 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 (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 : 8.05 vs. JVMIX (2.38). AFOYX return over 5 years is better than : 32.81 vs. JVMIX (23.98).
| 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 | 8.918 | 3.599 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 23.9B | 0% |
| Annual Yield % from dividends | 1.06 | 0.74 | 144% |
| Returns for 1 year | 8.05 | 2.38 | 338% |
| Returns for 3 years | 29.33 | 16.35 | 179% |
| Returns for 5 years | 32.81 | 23.98 | 137% |
| Returns for 10 years | 82.97 | 50.19 | 165% |
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