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AFNAX vs VTSMX
AFNAX vs VTSMX Comparison
Open Charts AFNAX vs VTSMX
Bahl & Gaynor Income Growth A
Price$26.60
Change+$0.03 (+0.11%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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AFNAX vs VTSMX Comparison Chart
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AFNAX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFNAX (1.93B). AFNAX pays higher dividends than VTSMX: AFNAX (1.67) vs VTSMX (1.26). AFNAX was incepted earlier than VTSMX: AFNAX (12 years) vs VTSMX (32 years). AFNAX is a more actively managed with annual turnover of: 14.00 vs. VTSMX (2.00). AFNAX has a lower initial minimum investment than VTSMX: AFNAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. AFNAX (23.99). VTSMX return over 5 years is better than : 85.64 vs. AFNAX (51.06).
| AFNAX | VTSMX | AFNAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 17.647 | 18.617 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.72T | 0% |
| Annual Yield % from dividends | 1.67 | 1.26 | 132% |
| Returns for 1 year | 23.99 | 31.53 | 76% |
| Returns for 3 years | 21.90 | 25.35 | 86% |
| Returns for 5 years | 51.06 | 85.64 | 60% |
| Returns for 10 years | 135.56 | 187.59 | 72% |