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ARAIX vs JVMTX
ARAIX vs JVMTX Comparison
Open Charts ARAIX vs JVMTX
Ariel Fund Institutional
Price$77.63
Change-$0.72 (-0.92%)
VolumeN/A
Net Assets2.73B
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
ARAIX vs JVMTX Comparison Chart in %
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ARAIX vs. JVMTX commentary
Feb 04, 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 ARAIX is a Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. ARAIX (2.73B). JVMTX pays higher dividends than ARAIX: JVMTX (0.60) vs ARAIX (0.11). ARAIX was incepted earlier than JVMTX: ARAIX (14 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than ARAIX (0.69). JVMTX is a more actively managed with annual turnover of: 49.00 vs. ARAIX (17.00). JVMTX has a lower initial minimum investment than ARAIX: JVMTX (0) vs ARAIX (1000000). ARAIX annual gain was more profitable for investors over the last year : 6.50 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. ARAIX (9.54).
| ARAIX | JVMTX | ARAIX / JVMTX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.248 | 5.177 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 24.7B | 11% |
| Annual Yield % from dividends | 0.11 | 0.60 | 19% |
| Returns for 1 year | 6.50 | 4.79 | 136% |
| Returns for 3 years | 9.08 | 11.22 | 81% |
| Returns for 5 years | 9.54 | 22.28 | 43% |
| Returns for 10 years | 62.35 | 76.80 | 81% |
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