AFOYX
Price
$17.11
Change
+$0.07 (+0.41%)
Updated
Jul 3 closing price
Net Assets
67.16M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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AFOYX vs JVMTX

Header iconAFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTXBanner chart's image
Ariel Focus Institutional
Price$17.11
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets67.16M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX commentary
Jul 05, 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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. AFOYX (67.2M). AFOYX pays higher dividends than JVMTX: AFOYX (1.24) vs JVMTX (0.65). AFOYX was incepted earlier than JVMTX: AFOYX (14 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: 49.00 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 : 13.34 vs. JVMTX (3.31). JVMTX (61.96) and AFOYX (60.12) have equivalent 5 years return.
AFOYXJVMTXAFOYX / JVMTX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.871.1178%
Fund Existence14 years12 years-
Gain YTD5.2288.36163%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets67.2M22.6B0%
Annual Yield % from dividends1.240.65191%
Returns for 1 year13.343.31403%
Returns for 3 years19.1923.4782%
Returns for 5 years60.1261.9697%
Returns for 10 years41.3946.9788%
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