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AFOYX vs JVMSX
AFOYX vs JVMSX Comparison
Open Charts AFOYX vs JVMSX
Ariel Focus Institutional
Price$18.30
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets71.57M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
AFOYX vs JVMSX Comparison Chart in %
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AFOYX vs. JVMSX commentary
Aug 17, 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: 23.6B vs. AFOYX (71.6M). AFOYX pays higher dividends than JVMSX: AFOYX (1.15) vs JVMSX (0.41). AFOYX was incepted earlier than JVMSX: AFOYX (14 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 16.36 vs. JVMSX (2.43). AFOYX return over 5 years is better than : 55.31 vs. JVMSX (49.21).
| AFOYX | JVMSX | AFOYX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.87 | 1.26 | 69% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 12.915 | 9.549 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 23.6B | 0% |
| Annual Yield % from dividends | 1.15 | 0.41 | 281% |
| Returns for 1 year | 16.36 | 2.43 | 673% |
| Returns for 3 years | 16.97 | 12.30 | 138% |
| Returns for 5 years | 55.31 | 49.21 | 112% |
| Returns for 10 years | 55.04 | 42.33 | 130% |
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