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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$17.69
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets69.18M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
AFOYX vs JVMTX Comparison Chart in %
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AFOYX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. AFOYX (69.2M). 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 : 9.11 vs. JVMTX (1.07). JVMTX (57.29) and AFOYX (57.13) have equivalent 5 years return.
| AFOYX | JVMTX | AFOYX / JVMTX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.795 | 9.253 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 23.1B | 0% |
| Annual Yield % from dividends | 1.24 | 0.65 | 191% |
| Returns for 1 year | 9.11 | 1.07 | 854% |
| Returns for 3 years | 19.64 | 21.15 | 93% |
| Returns for 5 years | 57.13 | 57.29 | 100% |
| Returns for 10 years | 49.61 | 48.90 | 101% |
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