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AFFIX vs PONCX
AFFIX vs PONCX Comparison
Open Charts AFFIX vs PONCX
Yorktown Multi-Sector Bond L
Price$8.02
Change+$0.05 (+0.63%)
VolumeN/A
Net Assets368.8M
AFFIX vs PONCX Comparison Chart in %
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AFFIX vs. PONCX commentary
Sep 09, 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 AFFIX is a Hold and PONCX is a Hold.
FUNDAMENTALS
Fundamentals
PONCX has more cash in the bank: 198B vs. AFFIX (369M). PONCX pays higher dividends than AFFIX: PONCX (4.95) vs AFFIX (4.01). AFFIX was incepted earlier than PONCX: AFFIX (21 years) vs PONCX (18 years). AFFIX (1.69) and PONCX (1.69) have similar cost to investors . PONCX is a more actively managed with annual turnover of: 711.00 vs. AFFIX (34.00). AFFIX (1000) and PONCX (1000) have matching initial minimum investment requirements. PONCX annual gain was more profitable for investors over the last year : 6.64 vs. AFFIX (3.46). PONCX return over 5 years is better than : 16.27 vs. AFFIX (9.18).
| AFFIX | PONCX | AFFIX / PONCX | |
| Total Expense Ratio | 1.69 | 1.69 | 100% |
| Annual Report Gross Expense Ratio | 1.69 | 1.69 | 100% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 4.601 | 7.246 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 0 | N/A | - |
| Net Assets | 369M | 198B | 0% |
| Annual Yield % from dividends | 4.01 | 4.95 | 81% |
| Returns for 1 year | 3.46 | 6.64 | 52% |
| Returns for 3 years | 14.36 | 19.69 | 73% |
| Returns for 5 years | 9.18 | 16.27 | 56% |
| Returns for 10 years | 34.46 | 43.15 | 80% |
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