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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Jul 06, 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: 22.6B vs. AFOYX (67.2M). 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: 47.00 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 : 13.34 vs. JVMIX (3.45). JVMIX (62.76) and AFOYX (60.12) 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 | 5.228 | 8.423 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 22.6B | 0% |
| Annual Yield % from dividends | 1.24 | 0.78 | 160% |
| Returns for 1 year | 13.34 | 3.45 | 387% |
| Returns for 3 years | 19.19 | 23.84 | 80% |
| Returns for 5 years | 60.12 | 62.76 | 96% |
| Returns for 10 years | 41.39 | 48.34 | 86% |
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