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AFOYX vs MVCAX
AFOYX vs MVCAX Comparison
Open Charts AFOYX vs MVCAX
Ariel Focus Institutional
Price$16.29
Change-$0.32 (-1.93%)
VolumeN/A
Net Assets66.95M
AFOYX vs MVCAX Comparison Chart
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AFOYX vs. MVCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. AFOYX (66.9M). AFOYX pays higher dividends than MVCAX: AFOYX (1.57) vs MVCAX (1.16). AFOYX was incepted earlier than MVCAX: AFOYX (13 years) vs MVCAX (24 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 : 13.09 vs. MVCAX (1.20). MVCAX (28.23) and AFOYX (28.14) 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 | 24 years | - |
| Gain YTD | 0.185 | 0.391 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 17.4B | 0% |
| Annual Yield % from dividends | 1.57 | 1.16 | 135% |
| Returns for 1 year | 13.09 | 1.20 | 1,093% |
| Returns for 3 years | 4.29 | 3.99 | 108% |
| Returns for 5 years | 28.14 | 28.23 | 100% |
| Returns for 10 years | 28.18 | 60.23 | 47% |
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