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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$16.86
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets69.28M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. AFOYX (69.3M). AFOYX pays higher dividends than JVMRX: AFOYX (1.57) vs JVMRX (0.93). AFOYX was incepted earlier than JVMRX: AFOYX (13 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. AFOYX (17.00). AFOYX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. AFOYX annual gain was more profitable for investors over the last year : 21.29 vs. JVMRX (5.82). AFOYX (27.09) and JVMRX (26.86) have equivalent 5 years return.
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.690 | 3.786 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.3M | 23.1B | 0% |
| Annual Yield % from dividends | 1.57 | 0.93 | 168% |
| Returns for 1 year | 21.29 | 5.82 | 366% |
| Returns for 3 years | 1.77 | 1.65 | 107% |
| Returns for 5 years | 27.09 | 26.86 | 101% |
| Returns for 10 years | 37.80 | 49.19 | 77% |
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