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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$19.39
Change+$0.23 (+1.20%)
VolumeN/A
Net Assets74.85M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. AFOYX (74.9M). AFOYX pays higher dividends than JVMTX: AFOYX (1.06) vs JVMTX (0.61). AFOYX was incepted earlier than JVMTX: AFOYX (14 years) vs JVMTX (12 years). JVMTX (1.10) 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 : 7.88 vs. JVMTX (-6.05). AFOYX return over 5 years is better than : 49.74 vs. JVMTX (32.95).
| AFOYX | JVMTX | AFOYX / JVMTX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 18.450 | 11.891 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9M | 24.5B | 0% |
| Annual Yield % from dividends | 1.06 | 0.61 | 173% |
| Returns for 1 year | 7.88 | -6.05 | -130% |
| Returns for 3 years | 35.34 | 14.12 | 250% |
| Returns for 5 years | 49.74 | 32.95 | 151% |
| Returns for 10 years | 92.93 | 48.86 | 190% |
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