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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets76.25M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Dec 29, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. AFOYX (76.2M). AFOYX pays higher dividends than JVMTX: AFOYX (1.06) vs JVMTX (0.61). AFOYX was incepted earlier than JVMTX: AFOYX (14 years) vs JVMTX (13 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 (31.00). 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 : 8.05 vs. JVMTX (2.35). AFOYX return over 5 years is better than : 32.81 vs. JVMTX (23.38).
| 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 | 13 years | - |
| Gain YTD | 8.918 | 3.567 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 23.9B | 0% |
| Annual Yield % from dividends | 1.06 | 0.61 | 173% |
| Returns for 1 year | 8.05 | 2.35 | 343% |
| Returns for 3 years | 29.33 | 15.93 | 184% |
| Returns for 5 years | 32.81 | 23.38 | 140% |
| Returns for 10 years | 82.97 | 48.70 | 170% |
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