Ad is loading...
AFNAX vs VIVIX
AFNAX vs VIVIX Comparison
Open Charts AFNAX vs VIVIX
Bahl & Gaynor Income Growth A
Price$24.37
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.78B
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
AFNAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFNAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. AFNAX (1.78B). VIVIX pays higher dividends than AFNAX: VIVIX (2.35) vs AFNAX (1.68). AFNAX was incepted earlier than VIVIX: AFNAX (13 years) vs VIVIX (27 years). AFNAX (0.85) is less costly to investors than VIVIX (0.04). AFNAX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (9.00). AFNAX has a lower initial minimum investment than VIVIX: AFNAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.59 vs. AFNAX (1.05). VIVIX return over 5 years is better than : 72.66 vs. AFNAX (53.19).
| AFNAX | VIVIX | AFNAX / VIVIX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -1.127 | -0.669 | 168% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 184B | 1% |
| Annual Yield % from dividends | 1.68 | 2.35 | 71% |
| Returns for 1 year | 1.05 | 4.59 | 23% |
| Returns for 3 years | 14.76 | 21.42 | 69% |
| Returns for 5 years | 53.19 | 72.66 | 73% |
| Returns for 10 years | 108.25 | 97.34 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...