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ARAIX vs JVMTX
ARAIX vs JVMTX Comparison
Open Charts ARAIX vs JVMTX
Ariel Fund Institutional
Price$78.96
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets2.55B
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
ARAIX vs JVMTX Comparison Chart in %
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ARAIX vs. JVMTX commentary
Oct 18, 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 ARAIX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. ARAIX (2.55B). JVMTX pays higher dividends than ARAIX: JVMTX (0.62) vs ARAIX (0.39). ARAIX was incepted earlier than JVMTX: ARAIX (14 years) vs JVMTX (12 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 : 0.53 vs. JVMTX (-5.01). JVMTX return over 5 years is better than : 46.78 vs. ARAIX (40.24).
| 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 | 12 years | - |
| Gain YTD | 9.076 | 9.662 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 23.7B | 11% |
| Annual Yield % from dividends | 0.39 | 0.62 | 63% |
| Returns for 1 year | 0.53 | -5.01 | -11% |
| Returns for 3 years | 23.35 | 25.01 | 93% |
| Returns for 5 years | 40.24 | 46.78 | 86% |
| Returns for 10 years | 22.33 | 50.12 | 45% |
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