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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$19.00
Change-$0.42 (-2.16%)
VolumeN/A
Net Assets82.1M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Feb 05, 2026
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: 24.7B vs. AFOYX (82.1M). AFOYX pays higher dividends than JVMTX: AFOYX (0.87) vs JVMTX (0.60). 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 : 15.49 vs. JVMTX (4.79). AFOYX return over 5 years is better than : 30.81 vs. JVMTX (22.28).
| 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 | 7.943 | 5.177 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 24.7B | 0% |
| Annual Yield % from dividends | 0.87 | 0.60 | 146% |
| Returns for 1 year | 15.49 | 4.79 | 323% |
| Returns for 3 years | 27.74 | 11.22 | 247% |
| Returns for 5 years | 30.81 | 22.28 | 138% |
| Returns for 10 years | 121.77 | 76.80 | 159% |
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