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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. AFOYX (67.2M). 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: 47.00 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 : 13.34 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. AFOYX (60.12).
| 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 | 5.228 | 8.500 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 22.6B | 0% |
| Annual Yield % from dividends | 1.24 | 0.88 | 141% |
| Returns for 1 year | 13.34 | 3.59 | 371% |
| Returns for 3 years | 19.19 | 24.14 | 79% |
| Returns for 5 years | 60.12 | 63.32 | 95% |
| Returns for 10 years | 41.39 | 49.30 | 84% |
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