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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$18.30
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets71.79M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.76B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Aug 17, 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: 23.8B vs. AFOYX (71.8M). AFOYX pays higher dividends than JVMRX: AFOYX (1.15) vs JVMRX (0.86). AFOYX was incepted earlier than JVMRX: AFOYX (14 years) vs JVMRX (14 years). AFOYX (0.87) is less costly to investors than JVMRX (0.76). 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 : 14.62 vs. JVMRX (1.62). AFOYX return over 5 years is better than : 54.81 vs. JVMRX (51.75).
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.546 | 9.874 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 23.8B | 0% |
| Annual Yield % from dividends | 1.15 | 0.86 | 134% |
| Returns for 1 year | 14.62 | 1.62 | 902% |
| Returns for 3 years | 16.24 | 13.01 | 125% |
| Returns for 5 years | 54.81 | 51.75 | 106% |
| Returns for 10 years | 54.89 | 47.26 | 116% |
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