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ARAIX vs JVMAX
ARAIX vs JVMAX Comparison
Open Charts ARAIX vs JVMAX
Ariel Fund Institutional
Price$75.70
Change+$0.57 (+0.76%)
VolumeN/A
Net Assets2.41B
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets23.44B
ARAIX vs JVMAX Comparison Chart in %
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ARAIX vs. JVMAX commentary
Nov 19, 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: 23.4B vs. ARAIX (2.41B). JVMAX pays higher dividends than ARAIX: JVMAX (0.56) vs ARAIX (0.40). 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 : -5.81 vs. JVMAX (-7.80). JVMAX return over 5 years is better than : 28.75 vs. ARAIX (25.86).
| 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 | 3.785 | 7.356 | 51% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 23.4B | 10% |
| Annual Yield % from dividends | 0.40 | 0.56 | 71% |
| Returns for 1 year | -5.81 | -7.80 | 74% |
| Returns for 3 years | 11.46 | 10.81 | 106% |
| Returns for 5 years | 25.86 | 28.75 | 90% |
| Returns for 10 years | 30.35 | 39.29 | 77% |
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