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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
Ariel Focus Institutional
Price$18.89
Change-$0.14 (-0.74%)
VolumeN/A
Net Assets73.37M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. AFOYX (73.4M). AFOYX pays higher dividends than JVMIX: AFOYX (1.08) vs JVMIX (0.75). AFOYX was incepted earlier than JVMIX: AFOYX (14 years) vs JVMIX (28 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 : 8.33 vs. JVMIX (-5.45). AFOYX return over 5 years is better than : 53.20 vs. JVMIX (38.17).
| 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 | 28 years | - |
| Gain YTD | 17.036 | 11.243 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 24.2B | 0% |
| Annual Yield % from dividends | 1.08 | 0.75 | 144% |
| Returns for 1 year | 8.33 | -5.45 | -153% |
| Returns for 3 years | 25.13 | 15.30 | 164% |
| Returns for 5 years | 53.20 | 38.17 | 139% |
| Returns for 10 years | 73.96 | 54.29 | 136% |
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