Interact to see
Advertisement
Advertisement
AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$15.98
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets63.15M
AFOYX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFOYX vs. MVCAX commentary
Jun 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. AFOYX (63.2M). AFOYX pays higher dividends than MVCAX: AFOYX (1.31) vs MVCAX (0.89). AFOYX was incepted earlier than MVCAX: AFOYX (13 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 : 7.74 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. AFOYX (49.00).
| AFOYX | MVCAX | AFOYX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -1.476 | -2.086 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 16.8B | 0% |
| Annual Yield % from dividends | 1.31 | 0.89 | 146% |
| Returns for 1 year | 7.74 | -4.53 | -171% |
| Returns for 3 years | 9.34 | 13.00 | 72% |
| Returns for 5 years | 49.00 | 51.98 | 94% |
| Returns for 10 years | 28.59 | 53.51 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers