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AFFIX vs PONCX
AFFIX vs PONCX Comparison
Open Charts AFFIX vs PONCX
Yorktown Multi-Sector Bond L
Price$7.85
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets355.47M
AFFIX vs PONCX Comparison Chart
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AFFIX vs. PONCX commentary
May 08, 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: 181B vs. AFFIX (355M). PONCX pays higher dividends than AFFIX: PONCX (5.04) vs AFFIX (4.04). AFFIX was incepted earlier than PONCX: AFFIX (21 years) vs PONCX (18 years). PONCX (1.98) is less costly to investors than AFFIX (1.70). PONCX is a more actively managed with annual turnover of: 588.00 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 : 5.91 vs. AFFIX (4.90). PONCX return over 5 years is better than : 18.83 vs. AFFIX (15.38).
| AFFIX | PONCX | AFFIX / PONCX | |
| Total Expense Ratio | 1.70 | 1.98 | 86% |
| Annual Report Gross Expense Ratio | 1.70 | 1.98 | 86% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 1.110 | 2.181 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 0 | N/A | - |
| Net Assets | 355M | 181B | 0% |
| Annual Yield % from dividends | 4.04 | 5.04 | 80% |
| Returns for 1 year | 4.90 | 5.91 | 83% |
| Returns for 3 years | 7.99 | 13.79 | 58% |
| Returns for 5 years | 15.38 | 18.83 | 82% |
| Returns for 10 years | 19.37 | 35.20 | 55% |
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