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AFFIX vs PONRX
AFFIX vs PONRX Comparison
Open Charts AFFIX vs PONRX
Yorktown Multi-Sector Bond L
Price$7.85
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets355.47M
AFFIX vs PONRX Comparison Chart
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AFFIX vs. PONRX 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 PONRX is a Hold.
FUNDAMENTALS
Fundamentals
PONRX has more cash in the bank: 181B vs. AFFIX (355M). PONRX pays higher dividends than AFFIX: PONRX (5.54) vs AFFIX (4.04). AFFIX was incepted earlier than PONRX: AFFIX (21 years) vs PONRX (18 years). AFFIX (1.70) is less costly to investors than PONRX (1.48). PONRX is a more actively managed with annual turnover of: 588.00 vs. AFFIX (34.00). PONRX has a lower initial minimum investment than AFFIX: PONRX (0) vs AFFIX (1000). PONRX annual gain was more profitable for investors over the last year : 6.44 vs. AFFIX (4.90). PONRX return over 5 years is better than : 21.85 vs. AFFIX (15.38).
| AFFIX | PONRX | AFFIX / PONRX | |
| Total Expense Ratio | 1.70 | 1.48 | 115% |
| Annual Report Gross Expense Ratio | 1.70 | 1.48 | 115% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 1.110 | 2.352 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 0 | N/A | - |
| Net Assets | 355M | 181B | 0% |
| Annual Yield % from dividends | 4.04 | 5.54 | 73% |
| Returns for 1 year | 4.90 | 6.44 | 76% |
| Returns for 3 years | 7.99 | 15.52 | 51% |
| Returns for 5 years | 15.38 | 21.85 | 70% |
| Returns for 10 years | 19.37 | 42.16 | 46% |