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AFNIX vs VSMPX
AFNIX vs VSMPX Comparison
Open Charts AFNIX vs VSMPX
Bahl & Gaynor Income Growth I
Price$26.97
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets1.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
AFNIX vs VSMPX Comparison Chart in %
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AFNIX vs. VSMPX commentary
Nov 20, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AFNIX (1.8B). AFNIX pays higher dividends than VSMPX: AFNIX (1.78) vs VSMPX (1.12). AFNIX was incepted earlier than VSMPX: AFNIX (13 years) vs VSMPX (11 years). AFNIX (0.63) is less costly to investors than VSMPX (0.02). AFNIX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AFNIX has a lower initial minimum investment than VSMPX: AFNIX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.81 vs. AFNIX (3.32). VSMPX return over 5 years is better than : 77.71 vs. AFNIX (47.32).
| AFNIX | VSMPX | AFNIX / VSMPX | |
| Total Expense Ratio | 0.63 | 0.02 | 3,150% |
| Annual Report Gross Expense Ratio | 0.63 | 0.02 | 3,150% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 9.994 | 11.974 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 2.05T | 0% |
| Annual Yield % from dividends | 1.78 | 1.12 | 159% |
| Returns for 1 year | 3.32 | 10.81 | 31% |
| Returns for 3 years | 24.78 | 63.91 | 39% |
| Returns for 5 years | 47.32 | 77.71 | 61% |
| Returns for 10 years | 142.49 | 204.47 | 70% |
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