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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$14.44
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets57.17M
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.6B vs. AFOYX (57.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.30) vs JVMRX (0.94). 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 : -0.85 vs. JVMRX (-10.12). JVMRX (50.46) and AFOYX (48.71) have equivalent 5 years return.
| 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 | -11.193 | -7.610 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 19.6B | 0% |
| Annual Yield % from dividends | 1.30 | 0.94 | 138% |
| Returns for 1 year | -0.85 | -10.12 | 8% |
| Returns for 3 years | -15.10 | -6.72 | 225% |
| Returns for 5 years | 48.71 | 50.46 | 97% |
| Returns for 10 years | 15.49 | 25.01 | 62% |
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