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ARAIX vs JVMAX
ARAIX vs JVMAX Comparison
Open Charts ARAIX vs JVMAX
Ariel Fund Institutional
Price$78.96
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets2.55B
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.74B
ARAIX vs JVMAX Comparison Chart in %
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ARAIX vs. JVMAX commentary
Oct 18, 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 ARAIX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. ARAIX (2.55B). JVMAX pays higher dividends than ARAIX: JVMAX (0.55) vs ARAIX (0.39). ARAIX was incepted earlier than JVMAX: ARAIX (14 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than ARAIX (0.69). JVMAX is a more actively managed with annual turnover of: 49.00 vs. ARAIX (17.00). JVMAX has a lower initial minimum investment than ARAIX: JVMAX (1000) vs ARAIX (1000000). ARAIX annual gain was more profitable for investors over the last year : 0.20 vs. JVMAX (-6.10). JVMAX return over 5 years is better than : 43.73 vs. ARAIX (39.78).
| ARAIX | JVMAX | ARAIX / JVMAX | |
| Total Expense Ratio | 0.69 | 1.10 | 63% |
| Annual Report Gross Expense Ratio | 0.69 | 1.11 | 62% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 8.717 | 9.048 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 23.7B | 11% |
| Annual Yield % from dividends | 0.39 | 0.55 | 72% |
| Returns for 1 year | 0.20 | -6.10 | -3% |
| Returns for 3 years | 22.94 | 22.95 | 100% |
| Returns for 5 years | 39.78 | 43.73 | 91% |
| Returns for 10 years | 21.92 | 44.99 | 49% |
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