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AFNIX vs FXAIX
AFNIX vs FXAIX Comparison
Open Charts AFNIX vs FXAIX
Bahl & Gaynor Income Growth I
Price$25.24
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets1.84B
AFNIX vs FXAIX Comparison Chart
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AFNIX vs. FXAIX commentary
Jan 31, 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 AFNIX is a StrongBuy and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. AFNIX (1.84B). AFNIX pays higher dividends than FXAIX: AFNIX (1.89) vs FXAIX (1.31). AFNIX was incepted earlier than FXAIX: AFNIX (13 years) vs FXAIX (14 years). AFNIX is a more actively managed with annual turnover of: 14.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than AFNIX: FXAIX (0) vs AFNIX (25000). FXAIX annual gain was more profitable for investors over the last year : 26.33 vs. AFNIX (9.93). FXAIX return over 5 years is better than : 102.48 vs. AFNIX (38.43).
| AFNIX | FXAIX | AFNIX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.684 | 2.752 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 619B | 0% |
| Annual Yield % from dividends | 1.89 | 1.31 | 144% |
| Returns for 1 year | 9.93 | 26.33 | 38% |
| Returns for 3 years | 9.51 | 40.05 | 24% |
| Returns for 5 years | 38.43 | 102.48 | 37% |
| Returns for 10 years | 124.66 | 225.00 | 55% |