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AFOYX vs JVMSX
AFOYX vs JVMSX Comparison
Open Charts AFOYX vs JVMSX
Ariel Focus Institutional
Price$19.87
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets76.16M
JHancock Disciplined Value Mid Cap R2
Price$30.58
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets24.55B
AFOYX vs JVMSX Comparison Chart in %
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AFOYX vs. JVMSX commentary
Dec 13, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. AFOYX (76.2M). AFOYX pays higher dividends than JVMSX: AFOYX (1.06) vs JVMSX (0.40). AFOYX was incepted earlier than JVMSX: AFOYX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than AFOYX (0.87). JVMSX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). JVMSX has a lower initial minimum investment than AFOYX: JVMSX (0) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 12.68 vs. JVMSX (-2.21). AFOYX return over 5 years is better than : 49.89 vs. JVMSX (34.25).
| AFOYX | JVMSX | AFOYX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.87 | 1.25 | 70% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 20.910 | 14.062 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 24.5B | 0% |
| Annual Yield % from dividends | 1.06 | 0.40 | 267% |
| Returns for 1 year | 12.68 | -2.21 | -574% |
| Returns for 3 years | 42.37 | 18.68 | 227% |
| Returns for 5 years | 49.89 | 34.25 | 146% |
| Returns for 10 years | 106.36 | 56.73 | 187% |
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