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AFNAX vs VIVAX
AFNAX vs VIVAX Comparison
Open Charts AFNAX vs VIVAX
Bahl & Gaynor Income Growth A
Price$24.37
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.78B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
AFNAX vs VIVAX Comparison Chart
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AFNAX vs. VIVAX commentary
May 12, 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 AFNAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. AFNAX (1.78B). VIVAX pays higher dividends than AFNAX: VIVAX (2.22) vs AFNAX (1.68). AFNAX was incepted earlier than VIVAX: AFNAX (13 years) vs VIVAX (33 years). AFNAX (0.85) is less costly to investors than VIVAX (0.17). AFNAX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (9.00). AFNAX has a lower initial minimum investment than VIVAX: AFNAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.58 vs. AFNAX (1.05). VIVAX return over 5 years is better than : 72.65 vs. AFNAX (53.19).
| AFNAX | VIVAX | AFNAX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -1.127 | -0.685 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 184B | 1% |
| Annual Yield % from dividends | 1.68 | 2.22 | 76% |
| Returns for 1 year | 1.05 | 4.58 | 23% |
| Returns for 3 years | 14.76 | 21.42 | 69% |
| Returns for 5 years | 53.19 | 72.65 | 73% |
| Returns for 10 years | 108.25 | 97.37 | 111% |
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