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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$18.89
Change-$0.14 (-0.74%)
VolumeN/A
Net Assets73.37M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. AFOYX (73.4M). AFOYX pays higher dividends than JVMRX: AFOYX (1.08) vs JVMRX (0.85). 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 (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 : 8.33 vs. JVMRX (-5.34). AFOYX return over 5 years is better than : 53.20 vs. JVMRX (38.63).
| 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 | 17.036 | 11.359 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 24.2B | 0% |
| Annual Yield % from dividends | 1.08 | 0.85 | 127% |
| Returns for 1 year | 8.33 | -5.34 | -156% |
| Returns for 3 years | 25.13 | 15.57 | 161% |
| Returns for 5 years | 53.20 | 38.63 | 138% |
| Returns for 10 years | 73.96 | 55.27 | 134% |
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