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ARAIX vs JVMRX
ARAIX vs JVMRX Comparison
Open Charts ARAIX vs JVMRX
Ariel Fund Institutional
Price$75.96
Change-$0.78 (-1.02%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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ARAIX vs JVMRX Comparison Chart
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ARAIX vs. JVMRX commentary
Sep 21, 2024
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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. ARAIX (2.83B). JVMRX pays higher dividends than ARAIX: JVMRX (0.93) vs ARAIX (0.65). ARAIX was incepted earlier than JVMRX: ARAIX (13 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. ARAIX (20.00). ARAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX (16.48) and ARAIX (15.85) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. ARAIX (21.57).
| ARAIX | JVMRX | ARAIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 10.214 | 10.234 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 23.4B | 12% |
| Annual Yield % from dividends | 0.65 | 0.93 | 69% |
| Returns for 1 year | 15.85 | 16.48 | 96% |
| Returns for 3 years | -11.19 | 10.98 | -102% |
| Returns for 5 years | 21.57 | 43.53 | 50% |
| Returns for 10 years | 5.13 | 61.39 | 8% |
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