AFOYX
Price
$15.40
Change
-$0.34 (-2.16%)
Updated
Mar 10 closing price
Net Assets
63.76M
JVMRX
Price
$26.22
Change
-$0.49 (-1.83%)
Updated
Mar 10 closing price
Net Assets
21.34B
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AFOYX vs JVMRX

Header iconAFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRXBanner chart's image
Ariel Focus Institutional
Price$15.40
Change-$0.34 (-2.16%)
VolumeN/A
Net Assets63.76M
JHancock Disciplined Value Mid Cap R6
Price$26.22
Change-$0.49 (-1.83%)
VolumeN/A
Net Assets21.34B
AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX commentary
Mar 11, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. AFOYX (63.8M). AFOYX pays higher dividends than JVMRX: AFOYX (1.25) 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 : 6.07 vs. JVMRX (-7.35). AFOYX return over 5 years is better than : 44.75 vs. JVMRX (41.97).
AFOYXJVMRXAFOYX / JVMRX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.870.76114%
Fund Existence13 years14 years-
Gain YTD-3.198-0.854375%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets63.8M21.3B0%
Annual Yield % from dividends1.250.91138%
Returns for 1 year6.07-7.35-82%
Returns for 3 years-0.874.80-18%
Returns for 5 years44.7541.97107%
Returns for 10 years29.4037.9777%
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