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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$15.98
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets63.15M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
AFOYX vs JVMTX Comparison Chart
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AFOYX vs. JVMTX commentary
Jun 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. AFOYX (63.2M). AFOYX pays higher dividends than JVMTX: AFOYX (1.31) vs JVMTX (0.67). AFOYX was incepted earlier than JVMTX: AFOYX (13 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than AFOYX (0.87). JVMTX is a more actively managed with annual turnover of: 47.00 vs. AFOYX (19.00). JVMTX has a lower initial minimum investment than AFOYX: JVMTX (0) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 7.74 vs. JVMTX (-1.88). JVMTX return over 5 years is better than : 53.23 vs. AFOYX (49.00).
| AFOYX | JVMTX | AFOYX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -1.476 | 3.642 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 21.7B | 0% |
| Annual Yield % from dividends | 1.31 | 0.67 | 195% |
| Returns for 1 year | 7.74 | -1.88 | -412% |
| Returns for 3 years | 9.34 | 17.85 | 52% |
| Returns for 5 years | 49.00 | 53.23 | 92% |
| Returns for 10 years | 28.59 | 37.23 | 77% |
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