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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. AFOYX (67.2M). 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: 47.00 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 : 13.34 vs. JVMTX (3.31). JVMTX (61.96) and AFOYX (60.12) have equivalent 5 years return.
| AFOYX | JVMTX | AFOYX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 5.228 | 8.361 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 22.6B | 0% |
| Annual Yield % from dividends | 1.24 | 0.65 | 191% |
| Returns for 1 year | 13.34 | 3.31 | 403% |
| Returns for 3 years | 19.19 | 23.47 | 82% |
| Returns for 5 years | 60.12 | 61.96 | 97% |
| Returns for 10 years | 41.39 | 46.97 | 88% |
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