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AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets75.48M
AFOYX vs MVCAX Comparison Chart in %
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AFOYX vs. MVCAX commentary
Oct 19, 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. AFOYX (75.5M). AFOYX pays higher dividends than MVCAX: AFOYX (1.03) vs MVCAX (0.84). AFOYX was incepted earlier than MVCAX: AFOYX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than AFOYX (0.87). MVCAX is a more actively managed with annual turnover of: 27.00 vs. AFOYX (19.00). MVCAX has a lower initial minimum investment than AFOYX: MVCAX (1000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 11.71 vs. MVCAX (-9.14). AFOYX return over 5 years is better than : 61.86 vs. MVCAX (44.40).
| AFOYX | MVCAX | AFOYX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 18.512 | 3.585 | 516% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 16.9B | 0% |
| Annual Yield % from dividends | 1.03 | 0.84 | 123% |
| Returns for 1 year | 11.71 | -9.14 | -128% |
| Returns for 3 years | 38.11 | 20.07 | 190% |
| Returns for 5 years | 61.86 | 44.40 | 139% |
| Returns for 10 years | 75.01 | 70.98 | 106% |
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