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AFOYX vs JVMTX
AFOYX vs JVMTX Comparison
Open Charts AFOYX vs JVMTX
Ariel Focus Institutional
Price$15.84
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets62.17M
JHancock Disciplined Value Mid Cap R4
Price$27.60
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets21.57B
AFOYX vs JVMTX Comparison Chart
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AFOYX vs. JVMTX commentary
May 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.6B vs. AFOYX (62.2M). AFOYX pays higher dividends than JVMTX: AFOYX (1.37) vs JVMTX (0.71). 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 : 3.77 vs. JVMTX (-4.45). JVMTX (69.63) and AFOYX (67.00) 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 | 13 years | 12 years | - |
| Gain YTD | -2.583 | 2.230 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 21.6B | 0% |
| Annual Yield % from dividends | 1.37 | 0.71 | 193% |
| Returns for 1 year | 3.77 | -4.45 | -85% |
| Returns for 3 years | 1.04 | 8.94 | 12% |
| Returns for 5 years | 67.00 | 69.63 | 96% |
| Returns for 10 years | 24.90 | 34.72 | 72% |
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