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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$16.15
Change-$0.99 (-5.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
AFOYX vs JVMTX Comparison Chart
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AFOYX vs. JVMTX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. AFOYX (69.4M). AFOYX pays higher dividends than JVMTX: AFOYX (1.57) vs JVMTX (0.73). AFOYX was incepted earlier than JVMTX: AFOYX (13 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. AFOYX (17.00). 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 : 18.46 vs. JVMTX (11.00). JVMTX return over 5 years is better than : 41.32 vs. AFOYX (31.46).
| AFOYX | JVMTX | AFOYX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.997 | 13.021 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 23.4B | 0% |
| Annual Yield % from dividends | 1.57 | 0.73 | 215% |
| Returns for 1 year | 18.46 | 11.00 | 168% |
| Returns for 3 years | 7.90 | 17.45 | 45% |
| Returns for 5 years | 31.46 | 41.32 | 76% |
| Returns for 10 years | 34.37 | 59.48 | 58% |
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