AFOYX
Price
$17.69
Change
+$0.12 (+0.68%)
Updated
Jul 25 closing price
Net Assets
69.18M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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AFOYX vs JVMRX

Header iconAFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRXBanner chart's image
Ariel Focus Institutional
Price$17.69
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets69.18M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. AFOYX (69.2M). AFOYX pays higher dividends than JVMRX: AFOYX (1.24) vs JVMRX (0.88). AFOYX was incepted earlier than JVMRX: AFOYX (14 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: 49.00 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 : 9.11 vs. JVMRX (1.28). JVMRX (58.56) and AFOYX (57.13) have equivalent 5 years return.
AFOYXJVMRXAFOYX / JVMRX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.870.76114%
Fund Existence14 years14 years-
Gain YTD8.7959.35494%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets69.2M23.1B0%
Annual Yield % from dividends1.240.88141%
Returns for 1 year9.111.28712%
Returns for 3 years19.6421.7290%
Returns for 5 years57.1358.5698%
Returns for 10 years49.6151.1497%
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