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AFOYX vs VMVAX
AFOYX vs VMVAX Comparison
Open Charts AFOYX vs VMVAX
Ariel Focus Institutional
Price$18.79
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets80.85M
Vanguard Mid-Cap Value Index Admiral
Price$95.73
Change+$0.66 (+0.69%)
VolumeN/A
Net Assets33.17B
AFOYX vs VMVAX Comparison Chart in %
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AFOYX vs. VMVAX commentary
Jan 15, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. AFOYX (80.9M). VMVAX pays higher dividends than AFOYX: VMVAX (2.10) vs AFOYX (0.93). AFOYX was incepted earlier than VMVAX: AFOYX (14 years) vs VMVAX (14 years). AFOYX (0.87) is less costly to investors than VMVAX (0.07). AFOYX is a more actively managed with annual turnover of: 31.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than AFOYX: VMVAX (3000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 15.51 vs. VMVAX (13.84). VMVAX return over 5 years is better than : 51.40 vs. AFOYX (31.57).
| AFOYX | VMVAX | AFOYX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.371 | 4.224 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9M | 33.2B | 0% |
| Annual Yield % from dividends | 0.93 | 2.10 | 44% |
| Returns for 1 year | 15.51 | 13.84 | 112% |
| Returns for 3 years | 30.46 | 30.76 | 99% |
| Returns for 5 years | 31.57 | 51.40 | 61% |
| Returns for 10 years | 122.45 | 142.26 | 86% |