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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
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.
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).
| 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 | -3.198 | -0.854 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 21.3B | 0% |
| Annual Yield % from dividends | 1.25 | 0.91 | 138% |
| Returns for 1 year | 6.07 | -7.35 | -82% |
| Returns for 3 years | -0.87 | 4.80 | -18% |
| Returns for 5 years | 44.75 | 41.97 | 107% |
| Returns for 10 years | 29.40 | 37.97 | 77% |
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