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AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$15.84
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets62.17M
AFOYX vs MVCAX Comparison Chart
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AFOYX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. AFOYX (62.2M). AFOYX pays higher dividends than MVCAX: AFOYX (1.37) vs MVCAX (0.93). 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 : 3.77 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 73.81 vs. AFOYX (67.00).
| 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 | -2.583 | -1.108 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 17B | 0% |
| Annual Yield % from dividends | 1.37 | 0.93 | 147% |
| Returns for 1 year | 3.77 | -5.05 | -75% |
| Returns for 3 years | 1.04 | 7.74 | 13% |
| Returns for 5 years | 67.00 | 73.81 | 91% |
| Returns for 10 years | 24.90 | 54.38 | 46% |
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