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AFNIX vs VIVAX
AFNIX vs VIVAX Comparison
Open Charts AFNIX vs VIVAX
Bahl & Gaynor Income Growth I
Price$24.15
Change+$0.25 (+1.05%)
VolumeN/A
Net Assets1.74B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
AFNIX vs VIVAX Comparison Chart
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AFNIX vs. VIVAX commentary
Apr 25, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. AFNIX (1.74B). VIVAX pays higher dividends than AFNIX: VIVAX (2.14) vs AFNIX (1.85). AFNIX was incepted earlier than VIVAX: AFNIX (13 years) vs VIVAX (33 years). AFNIX (0.60) is less costly to investors than VIVAX (0.17). AFNIX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than AFNIX: VIVAX (3000) vs AFNIX (25000). VIVAX annual gain was more profitable for investors over the last year : 3.39 vs. AFNIX (0.95). VIVAX return over 5 years is better than : 69.89 vs. AFNIX (53.33).
| AFNIX | VIVAX | AFNIX / VIVAX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -3.311 | -3.426 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 191B | 1% |
| Annual Yield % from dividends | 1.85 | 2.14 | 86% |
| Returns for 1 year | 0.95 | 3.39 | 28% |
| Returns for 3 years | 7.60 | 12.71 | 60% |
| Returns for 5 years | 53.33 | 69.89 | 76% |
| Returns for 10 years | 107.11 | 92.45 | 116% |
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