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AFOYX vs JVMCX
AFOYX vs JVMCX Comparison
Open Charts AFOYX vs JVMCX
Ariel Focus Institutional
Price$19.38
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets76.16M
JHancock Disciplined Value Mid Cap C
Price$28.18
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets24.44B
AFOYX vs JVMCX Comparison Chart in %
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AFOYX vs. JVMCX commentary
Sep 16, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.4B vs. AFOYX (76.2M). AFOYX pays higher dividends than JVMCX: AFOYX (1.07) vs JVMCX (0.00). AFOYX was incepted earlier than JVMCX: AFOYX (14 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than AFOYX (0.87). JVMCX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). JVMCX has a lower initial minimum investment than AFOYX: JVMCX (1000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 20.00 vs. JVMCX (0.68). AFOYX return over 5 years is better than : 63.50 vs. JVMCX (47.14).
| AFOYX | JVMCX | AFOYX / JVMCX | |
| Total Expense Ratio | 0.75 | 1.85 | 41% |
| Annual Report Gross Expense Ratio | 0.87 | 1.86 | 47% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 19.434 | 11.818 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 24.4B | 0% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 20.00 | 0.68 | 2,958% |
| Returns for 3 years | 34.38 | 22.38 | 154% |
| Returns for 5 years | 63.50 | 47.14 | 135% |
| Returns for 10 years | 77.82 | 46.98 | 166% |
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