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AFNAX vs VIVAX
AFNAX vs VIVAX Comparison
Open Charts AFNAX vs VIVAX
Bahl & Gaynor Income Growth A
Price$23.67
Change+$0.30 (+1.28%)
VolumeN/A
Net Assets1.73B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
AFNAX vs VIVAX Comparison Chart
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AFNAX vs. VIVAX commentary
Apr 19, 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: 191B vs. AFNAX (1.73B). VIVAX pays higher dividends than AFNAX: VIVAX (2.14) vs AFNAX (1.61). AFNAX was incepted earlier than VIVAX: AFNAX (13 years) vs VIVAX (32 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 (10.00). 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 : 4.75 vs. AFNAX (1.03). VIVAX return over 5 years is better than : 64.96 vs. AFNAX (46.40).
| 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 | 32 years | - |
| Gain YTD | -5.283 | -4.410 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 191B | 1% |
| Annual Yield % from dividends | 1.61 | 2.14 | 75% |
| Returns for 1 year | 1.03 | 4.75 | 22% |
| Returns for 3 years | 3.92 | 9.56 | 41% |
| Returns for 5 years | 46.40 | 64.96 | 71% |
| Returns for 10 years | 98.34 | 90.77 | 108% |