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ARAIX vs JVMRX
ARAIX vs JVMRX Comparison
Open Charts ARAIX vs JVMRX
Ariel Fund Institutional
Price$75.70
Change+$0.57 (+0.76%)
VolumeN/A
Net Assets2.41B
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
ARAIX vs JVMRX Comparison Chart in %
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ARAIX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. ARAIX (2.41B). JVMRX pays higher dividends than ARAIX: JVMRX (0.85) vs ARAIX (0.40). ARAIX was incepted earlier than JVMRX: ARAIX (14 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than ARAIX (0.69). JVMRX is a more actively managed with annual turnover of: 49.00 vs. ARAIX (17.00). ARAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. ARAIX annual gain was more profitable for investors over the last year : -5.81 vs. JVMRX (-6.89). JVMRX return over 5 years is better than : 32.02 vs. ARAIX (25.86).
| ARAIX | JVMRX | ARAIX / JVMRX | |
| Total Expense Ratio | 0.69 | 0.74 | 93% |
| Annual Report Gross Expense Ratio | 0.69 | 0.75 | 92% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.785 | 7.721 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 23.4B | 10% |
| Annual Yield % from dividends | 0.40 | 0.85 | 47% |
| Returns for 1 year | -5.81 | -6.89 | 84% |
| Returns for 3 years | 11.46 | 12.78 | 90% |
| Returns for 5 years | 25.86 | 32.02 | 81% |
| Returns for 10 years | 30.35 | 45.75 | 66% |
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