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AFNIX vs FXAIX
AFNIX vs FXAIX Comparison
Open Charts AFNIX vs FXAIX
Bahl & Gaynor Income Growth I
Price$25.02
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets1.82B
AFNIX vs FXAIX Comparison Chart
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AFNIX vs. FXAIX commentary
Apr 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 AFNIX is a Buy and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. AFNIX (1.82B). AFNIX pays higher dividends than FXAIX: AFNIX (1.85) vs FXAIX (1.30). AFNIX was incepted earlier than FXAIX: AFNIX (13 years) vs FXAIX (14 years). AFNIX (0.60) is less costly to investors than FXAIX (0.01). AFNIX is a more actively managed with annual turnover of: 12.00 vs. FXAIX (2.00). 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 : 9.67 vs. AFNIX (3.54). FXAIX return over 5 years is better than : 144.41 vs. AFNIX (79.34).
| AFNIX | FXAIX | AFNIX / FXAIX | |
| Total Expense Ratio | 0.60 | 0.01 | 4,000% |
| Annual Report Gross Expense Ratio | 0.60 | 0.01 | 4,000% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.816 | -3.913 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 598B | 0% |
| Annual Yield % from dividends | 1.85 | 1.30 | 142% |
| Returns for 1 year | 3.54 | 9.67 | 37% |
| Returns for 3 years | 8.70 | 29.74 | 29% |
| Returns for 5 years | 79.34 | 144.41 | 55% |
| Returns for 10 years | 120.93 | 197.21 | 61% |