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AFNAX vs VSMPX
AFNAX vs VSMPX Comparison
Open Charts AFNAX vs VSMPX
Bahl & Gaynor Income Growth A
Price$26.89
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
AFNAX vs VSMPX Comparison Chart in %
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AFNAX vs. VSMPX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AFNAX (1.8B). AFNAX pays higher dividends than VSMPX: AFNAX (1.56) vs VSMPX (1.12). AFNAX was incepted earlier than VSMPX: AFNAX (13 years) vs VSMPX (11 years). AFNAX (0.88) is less costly to investors than VSMPX (0.02). AFNAX is a more actively managed with annual turnover of: 21.00 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 : 10.81 vs. AFNAX (3.07). VSMPX return over 5 years is better than : 77.71 vs. AFNAX (45.52).
| AFNAX | VSMPX | AFNAX / VSMPX | |
| Total Expense Ratio | 0.88 | 0.02 | 4,400% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 9.752 | 11.974 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 2.05T | 0% |
| Annual Yield % from dividends | 1.56 | 1.12 | 139% |
| Returns for 1 year | 3.07 | 10.81 | 28% |
| Returns for 3 years | 23.87 | 63.91 | 37% |
| Returns for 5 years | 45.52 | 77.71 | 59% |
| Returns for 10 years | 136.54 | 204.47 | 67% |