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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
Ariel Focus Institutional
Price$15.84
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets62.17M
JHancock Disciplined Value Mid Cap R6
Price$27.65
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets21.57B
AFOYX vs JVMRX Comparison Chart
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AFOYX vs. JVMRX commentary
May 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.6B vs. AFOYX (62.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.37) vs JVMRX (0.96). 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 : 3.77 vs. JVMRX (-4.21). JVMRX return over 5 years is better than : 70.93 vs. AFOYX (67.00).
| 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 | -2.583 | 2.301 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 21.6B | 0% |
| Annual Yield % from dividends | 1.37 | 0.96 | 142% |
| Returns for 1 year | 3.77 | -4.21 | -90% |
| Returns for 3 years | 1.04 | 9.48 | 11% |
| Returns for 5 years | 67.00 | 70.93 | 94% |
| Returns for 10 years | 24.90 | 36.78 | 68% |
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