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AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$16.15
Change-$0.99 (-5.78%)
VolumeN/A
CapitalizationN/A
AFOYX vs MVCAX Comparison Chart
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AFOYX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. AFOYX (69.4M). AFOYX pays higher dividends than MVCAX: AFOYX (1.57) vs MVCAX (1.16). AFOYX was incepted earlier than MVCAX: AFOYX (13 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. AFOYX (17.00). MVCAX has a lower initial minimum investment than AFOYX: MVCAX (1000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 18.46 vs. MVCAX (7.20). MVCAX (32.46) and AFOYX (31.46) have equivalent 5 years return.
| AFOYX | MVCAX | AFOYX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 16.997 | 5.872 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 17.5B | 0% |
| Annual Yield % from dividends | 1.57 | 1.16 | 135% |
| Returns for 1 year | 18.46 | 7.20 | 256% |
| Returns for 3 years | 7.90 | 5.74 | 138% |
| Returns for 5 years | 31.46 | 32.46 | 97% |
| Returns for 10 years | 34.37 | 68.25 | 50% |
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