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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$16.86
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets69.28M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
AFOYX vs JVMAX Comparison Chart
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AFOYX vs. JVMAX commentary
Jan 19, 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 Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. AFOYX (69.3M). 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 : 21.29 vs. JVMAX (4.82). AFOYX return over 5 years is better than : 27.09 vs. JVMAX (23.77).
| 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 | 3.690 | 3.777 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.3M | 23.1B | 0% |
| Annual Yield % from dividends | 1.57 | 0.67 | 234% |
| Returns for 1 year | 21.29 | 4.82 | 441% |
| Returns for 3 years | 1.77 | -0.09 | -2,008% |
| Returns for 5 years | 27.09 | 23.77 | 114% |
| Returns for 10 years | 37.80 | 42.53 | 89% |
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