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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$16.02
Change-$0.26 (-1.60%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
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AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX commentary
Sep 08, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. AFOYX (64.5M). 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 : 15.33 vs. JVMRX (13.59). JVMRX return over 5 years is better than : 42.69 vs. AFOYX (36.19).
| 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 | 11.126 | 8.114 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5M | 22.3B | 0% |
| Annual Yield % from dividends | 1.57 | 0.93 | 168% |
| Returns for 1 year | 15.33 | 13.59 | 113% |
| Returns for 3 years | -2.01 | 6.53 | -31% |
| Returns for 5 years | 36.19 | 42.69 | 85% |
| Returns for 10 years | 16.29 | 56.21 | 29% |
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