AFOYX
Price
$17.69
Change
+$0.12 (+0.68%)
Updated
Jul 25 closing price
Net Assets
69.18M
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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AFOYX vs JVMTX

Header iconAFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTXBanner chart's image
Ariel Focus Institutional
Price$17.69
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets69.18M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Jul 27, 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. AFOYX (69.2M). AFOYX pays higher dividends than JVMTX: AFOYX (1.24) vs JVMTX (0.65). AFOYX was incepted earlier than JVMTX: AFOYX (14 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than AFOYX (0.87). JVMTX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). JVMTX has a lower initial minimum investment than AFOYX: JVMTX (0) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 9.11 vs. JVMTX (1.07). JVMTX (57.29) and AFOYX (57.13) have equivalent 5 years return.
AFOYXJVMTXAFOYX / JVMTX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.871.1178%
Fund Existence14 years12 years-
Gain YTD8.7959.25395%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets69.2M23.1B0%
Annual Yield % from dividends1.240.65191%
Returns for 1 year9.111.07854%
Returns for 3 years19.6421.1593%
Returns for 5 years57.1357.29100%
Returns for 10 years49.6148.90101%
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