Interact to see
Advertisement
Advertisement
AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$19.67
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets77.38M
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
AFOYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOYX vs. JVMRX commentary
Sep 26, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. AFOYX (77.4M). 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 : 20.71 vs. JVMRX (-0.10). AFOYX return over 5 years is better than : 75.72 vs. JVMRX (62.22).
| 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 | 21.464 | 11.581 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.4M | 24.2B | 0% |
| Annual Yield % from dividends | 1.07 | 0.84 | 127% |
| Returns for 1 year | 20.71 | -0.10 | -21,703% |
| Returns for 3 years | 49.77 | 34.68 | 144% |
| Returns for 5 years | 75.72 | 62.22 | 122% |
| Returns for 10 years | 91.66 | 66.13 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement