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AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets76.25M
AFOYX vs MVCAX Comparison Chart in %
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AFOYX vs. MVCAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. AFOYX (76.2M). AFOYX pays higher dividends than MVCAX: AFOYX (1.06) vs MVCAX (0.83). 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). AFOYX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). 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 : 8.05 vs. MVCAX (-1.74). AFOYX return over 5 years is better than : 32.81 vs. MVCAX (23.93).
| 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 | 8.918 | -0.652 | -1,368% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 16.8B | 0% |
| Annual Yield % from dividends | 1.06 | 0.83 | 127% |
| Returns for 1 year | 8.05 | -1.74 | -463% |
| Returns for 3 years | 29.33 | 13.98 | 210% |
| Returns for 5 years | 32.81 | 23.93 | 137% |
| Returns for 10 years | 82.97 | 72.86 | 114% |
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