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AFNIX vs VIVAX
AFNIX vs VIVAX Comparison
Open Charts AFNIX vs VIVAX
Bahl & Gaynor Income Growth I
Price$25.18
Change-$0.19 (-0.75%)
VolumeN/A
Net Assets1.86B
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
AFNIX vs VIVAX Comparison Chart
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AFNIX vs. VIVAX commentary
Mar 11, 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 VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. AFNIX (1.86B). VIVAX pays higher dividends than AFNIX: VIVAX (2.08) vs AFNIX (1.75). AFNIX was incepted earlier than VIVAX: AFNIX (13 years) vs VIVAX (32 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 : 10.21 vs. AFNIX (6.44). VIVAX return over 5 years is better than : 64.65 vs. AFNIX (52.28).
| 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 | 32 years | - |
| Gain YTD | 2.372 | 3.043 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 195B | 1% |
| Annual Yield % from dividends | 1.75 | 2.08 | 84% |
| Returns for 1 year | 6.44 | 10.21 | 63% |
| Returns for 3 years | 17.48 | 24.24 | 72% |
| Returns for 5 years | 52.28 | 64.65 | 81% |
| Returns for 10 years | 129.64 | 111.18 | 117% |