AFOYX
Price
$19.15
Change
+$0.05 (+0.26%)
Updated
Sep 5 closing price
Net Assets
74.38M
MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
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AFOYX vs MVCAX

Header iconAFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAXBanner chart's image
Ariel Focus Institutional
Price$19.15
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets74.38M
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.32B
AFOYX vs MVCAX Comparison Chart in %
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AFOYX vs. MVCAX commentary
Sep 06, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. AFOYX (74.4M). AFOYX pays higher dividends than MVCAX: AFOYX (1.07) vs MVCAX (0.84). AFOYX was incepted earlier than MVCAX: AFOYX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than AFOYX (0.87). MVCAX is a more actively managed with annual turnover of: 27.00 vs. AFOYX (19.00). 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 : 18.75 vs. MVCAX (-2.57). AFOYX return over 5 years is better than : 61.19 vs. MVCAX (52.00).
AFOYXMVCAXAFOYX / MVCAX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.871.0087%
Fund Existence14 years24 years-
Gain YTD17.4665.508317%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets74.4M17.3B0%
Annual Yield % from dividends1.070.84128%
Returns for 1 year18.75-2.57-731%
Returns for 3 years32.0018.36174%
Returns for 5 years61.1952.00118%
Returns for 10 years70.7075.5794%
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