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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets76.25M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Dec 29, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. AFOYX (76.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.06) vs JVMRX (0.83). AFOYX was incepted earlier than JVMRX: AFOYX (14 years) vs JVMRX (14 years). AFOYX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (31.00). AFOYX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. AFOYX annual gain was more profitable for investors over the last year : 8.05 vs. JVMRX (2.35). AFOYX return over 5 years is better than : 32.81 vs. JVMRX (24.33).
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.918 | 3.563 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 23.9B | 0% |
| Annual Yield % from dividends | 1.06 | 0.83 | 127% |
| Returns for 1 year | 8.05 | 2.35 | 343% |
| Returns for 3 years | 29.33 | 16.55 | 177% |
| Returns for 5 years | 32.81 | 24.33 | 135% |
| Returns for 10 years | 82.97 | 51.02 | 163% |
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