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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$19.48
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets75.48M
JHancock Disciplined Value Mid Cap R6
Price$29.91
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Oct 21, 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: 23.9B vs. AFOYX (75.5M). AFOYX pays higher dividends than JVMRX: AFOYX (1.03) 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 : 11.71 vs. JVMRX (-4.82). AFOYX return over 5 years is better than : 63.79 vs. JVMRX (49.24).
| 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 | 18.512 | 9.837 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 23.9B | 0% |
| Annual Yield % from dividends | 1.03 | 0.84 | 123% |
| Returns for 1 year | 11.71 | -4.82 | -243% |
| Returns for 3 years | 37.92 | 25.78 | 147% |
| Returns for 5 years | 63.79 | 49.24 | 130% |
| Returns for 10 years | 72.49 | 51.36 | 141% |
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