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AFOYX vs JVMAX
AFOYX vs JVMAX Comparison
Open Charts AFOYX vs JVMAX
Ariel Focus Institutional
Price$14.44
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets57.17M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
AFOYX vs JVMAX Comparison Chart
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AFOYX vs. JVMAX commentary
Apr 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. AFOYX (57.2M). AFOYX pays higher dividends than JVMAX: AFOYX (1.30) vs JVMAX (0.61). AFOYX was incepted earlier than JVMAX: AFOYX (13 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than AFOYX (0.87). JVMAX is a more actively managed with annual turnover of: 47.00 vs. AFOYX (19.00). 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 : -0.85 vs. JVMAX (-10.96). AFOYX (48.71) and JVMAX (46.80) have equivalent 5 years return.
| AFOYX | JVMAX | AFOYX / JVMAX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -11.193 | -7.710 | 145% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 19.6B | 0% |
| Annual Yield % from dividends | 1.30 | 0.61 | 212% |
| Returns for 1 year | -0.85 | -10.96 | 8% |
| Returns for 3 years | -15.10 | -8.30 | 182% |
| Returns for 5 years | 48.71 | 46.80 | 104% |
| Returns for 10 years | 15.49 | 19.44 | 80% |
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