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AFFMX vs RGVCX
AFFMX vs RGVCX Comparison
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AFFMX vs RGVCX Comparison Chart in %
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AFFMX vs. RGVCX commentary
Jul 17, 2026
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: 24.3B vs. AFFMX (13.1B). AFFMX pays higher dividends than RGVCX: AFFMX (4.56) vs RGVCX (3.75). AFFMX was incepted earlier than RGVCX: AFFMX (9 years) vs RGVCX (24 years). RGVCX (0.89) is less costly to investors than AFFMX (0.26). AFFMX is a more actively managed with annual turnover of: 58.00 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 : 4.50 vs. RGVCX (2.81). AFFMX return over 5 years is better than : 2.86 vs. RGVCX (-2.95).
| AFFMX | RGVCX | AFFMX / RGVCX | |
| Total Expense Ratio | 0.26 | 0.89 | 29% |
| Annual Report Gross Expense Ratio | 0.26 | 0.89 | 29% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -0.298 | -0.899 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 24.3B | 54% |
| Annual Yield % from dividends | 4.56 | 3.75 | 122% |
| Returns for 1 year | 4.50 | 2.81 | 160% |
| Returns for 3 years | 12.41 | 8.92 | 139% |
| Returns for 5 years | 2.86 | -2.95 | -97% |
| Returns for 10 years | N/A | 2.41 | - |
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