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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$17.69
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets69.18M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. AFOYX (69.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.24) vs JVMRX (0.88). AFOYX was incepted earlier than JVMRX: AFOYX (14 years) vs JVMRX (14 years). AFOYX (0.87) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). AFOYX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. AFOYX annual gain was more profitable for investors over the last year : 9.11 vs. JVMRX (1.28). JVMRX (58.56) and AFOYX (57.13) have equivalent 5 years return.
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.795 | 9.354 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 23.1B | 0% |
| Annual Yield % from dividends | 1.24 | 0.88 | 141% |
| Returns for 1 year | 9.11 | 1.28 | 712% |
| Returns for 3 years | 19.64 | 21.72 | 90% |
| Returns for 5 years | 57.13 | 58.56 | 98% |
| Returns for 10 years | 49.61 | 51.14 | 97% |
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