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AFOYX vs JVMCX
AFOYX vs JVMCX Comparison
Open Charts AFOYX vs JVMCX
Ariel Focus Institutional
Price$18.61
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets72.9M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
AFOYX vs JVMCX Comparison Chart in %
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AFOYX vs. JVMCX commentary
Nov 20, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. AFOYX (72.9M). AFOYX pays higher dividends than JVMCX: AFOYX (1.08) 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 : 7.62 vs. JVMCX (-7.96). AFOYX return over 5 years is better than : 50.37 vs. JVMCX (26.91).
| 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 | 14.699 | 6.877 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.9M | 23.5B | 0% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 7.62 | -7.96 | -96% |
| Returns for 3 years | 25.64 | 9.36 | 274% |
| Returns for 5 years | 50.37 | 26.91 | 187% |
| Returns for 10 years | 87.15 | 32.70 | 267% |
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