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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$19.15
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets74.38M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Sep 06, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. AFOYX (74.4M). AFOYX pays higher dividends than JVMRX: AFOYX (1.07) vs JVMRX (0.84). AFOYX was incepted earlier than JVMRX: AFOYX (14 years) vs JVMRX (14 years). AFOYX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (19.00). AFOYX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. AFOYX annual gain was more profitable for investors over the last year : 18.75 vs. JVMRX (2.98). AFOYX return over 5 years is better than : 61.19 vs. JVMRX (55.35).
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 17.466 | 12.027 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 24.3B | 0% |
| Annual Yield % from dividends | 1.07 | 0.84 | 127% |
| Returns for 1 year | 18.75 | 2.98 | 629% |
| Returns for 3 years | 32.00 | 25.16 | 127% |
| Returns for 5 years | 61.19 | 55.35 | 111% |
| Returns for 10 years | 70.70 | 59.50 | 119% |
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