Interact to see
Advertisement
Advertisement
AFNAX vs VSMPX
AFNAX vs VSMPX Comparison
Open Charts AFNAX vs VSMPX
Bahl & Gaynor Income Growth A
Price$27.32
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets1.87B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.34
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
AFNAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFNAX vs. VSMPX commentary
Oct 04, 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 Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. AFNAX (1.87B). AFNAX pays higher dividends than VSMPX: AFNAX (1.54) vs VSMPX (1.15). AFNAX was incepted earlier than VSMPX: AFNAX (13 years) vs VSMPX (10 years). AFNAX (0.85) is less costly to investors than VSMPX (0.02). AFNAX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). AFNAX has a lower initial minimum investment than VSMPX: AFNAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.87 vs. AFNAX (3.93). VSMPX return over 5 years is better than : 94.47 vs. AFNAX (56.42).
| AFNAX | VSMPX | AFNAX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.954 | 13.899 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.95T | 0% |
| Annual Yield % from dividends | 1.54 | 1.15 | 134% |
| Returns for 1 year | 3.93 | 17.87 | 22% |
| Returns for 3 years | 33.93 | 74.12 | 46% |
| Returns for 5 years | 56.42 | 94.47 | 60% |
| Returns for 10 years | 150.00 | 226.06 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement