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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$16.15
Change-$0.99 (-5.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
AFOYX vs JVMAX Comparison Chart
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AFOYX vs. JVMAX commentary
Dec 19, 2024
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 JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. AFOYX (69.4M). AFOYX pays higher dividends than JVMAX: AFOYX (1.57) vs JVMAX (0.67). AFOYX was incepted earlier than JVMAX: AFOYX (13 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. AFOYX (17.00). JVMAX has a lower initial minimum investment than AFOYX: JVMAX (1000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 18.46 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. AFOYX (31.46).
| AFOYX | JVMAX | AFOYX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 16.997 | 12.851 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 23.4B | 0% |
| Annual Yield % from dividends | 1.57 | 0.67 | 234% |
| Returns for 1 year | 18.46 | 10.66 | 173% |
| Returns for 3 years | 7.90 | 16.69 | 47% |
| Returns for 5 years | 31.46 | 39.81 | 79% |
| Returns for 10 years | 34.37 | 55.64 | 62% |
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