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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$15.98
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets63.15M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. AFOYX (63.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.31) vs JVMRX (0.91). AFOYX was incepted earlier than JVMRX: AFOYX (13 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: 47.00 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 : 7.74 vs. JVMRX (-1.60). JVMRX return over 5 years is better than : 54.49 vs. AFOYX (49.00).
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -1.476 | 3.749 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 21.7B | 0% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 7.74 | -1.60 | -484% |
| Returns for 3 years | 9.34 | 18.46 | 51% |
| Returns for 5 years | 49.00 | 54.49 | 90% |
| Returns for 10 years | 28.59 | 39.38 | 73% |
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