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AFNAX vs VIVAX
AFNAX vs VIVAX Comparison
Open Charts AFNAX vs VIVAX
Bahl & Gaynor Income Growth A
Price$26.26
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFNAX vs VIVAX Comparison Chart in %
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AFNAX vs. VIVAX commentary
Jul 27, 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: 195B vs. AFNAX (1.87B). VIVAX pays higher dividends than AFNAX: VIVAX (2.06) vs AFNAX (1.64). 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 : 9.76 vs. AFNAX (7.11). VIVAX return over 5 years is better than : 74.87 vs. AFNAX (53.81).
| 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 | 6.878 | 6.724 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 195B | 1% |
| Annual Yield % from dividends | 1.64 | 2.06 | 79% |
| Returns for 1 year | 7.11 | 9.76 | 73% |
| Returns for 3 years | 23.97 | 34.31 | 70% |
| Returns for 5 years | 53.81 | 74.87 | 72% |
| Returns for 10 years | 129.48 | 116.32 | 111% |
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