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AFFMX vs RGVCX
AFFMX vs RGVCX Comparison Chart in %
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AFFMX vs. RGVCX commentary
Nov 20, 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 AFFMX is a Hold and RGVCX is a Hold.
FUNDAMENTALS
Fundamentals
RGVCX has more cash in the bank: 23.8B vs. AFFMX (12.2B). AFFMX pays higher dividends than RGVCX: AFFMX (4.62) vs RGVCX (3.74). AFFMX was incepted earlier than RGVCX: AFFMX (9 years) vs RGVCX (23 years). RGVCX (0.93) is less costly to investors than AFFMX (0.31). AFFMX is a more actively managed with annual turnover of: 824.00 vs. RGVCX (50.00). RGVCX has a lower initial minimum investment than AFFMX: RGVCX (250) vs AFFMX (1000000). AFFMX annual gain was more profitable for investors over the last year : 7.85 vs. RGVCX (6.60). AFFMX return over 5 years is better than : -1.09 vs. RGVCX (-7.36).
| AFFMX | RGVCX | AFFMX / RGVCX | |
| Total Expense Ratio | 0.26 | 0.89 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.733 | 6.538 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 23.8B | 51% |
| Annual Yield % from dividends | 4.62 | 3.74 | 124% |
| Returns for 1 year | 7.85 | 6.60 | 119% |
| Returns for 3 years | 14.12 | 10.37 | 136% |
| Returns for 5 years | -1.09 | -7.36 | 15% |
| Returns for 10 years | N/A | 3.95 | - |
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