Ad is loading...
Ad is loading...
AFNIX vs VSMPX
AFNIX vs VSMPX Comparison
Open Charts AFNIX vs VSMPX
Bahl & Gaynor Income Growth I
Price$26.48
Change-$0.22 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
AFNIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFNIX vs. VSMPX commentary
Nov 18, 2024
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 Sell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. AFNIX (1.9B). AFNIX pays higher dividends than VSMPX: AFNIX (1.89) vs VSMPX (1.36). AFNIX was incepted earlier than VSMPX: AFNIX (12 years) vs VSMPX (10 years). AFNIX is a more actively managed with annual turnover of: 14.00 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 : 30.55 vs. AFNIX (23.05). VSMPX return over 5 years is better than : 83.80 vs. AFNIX (49.25).
| AFNIX | VSMPX | AFNIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 17.441 | 22.437 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.73T | 0% |
| Annual Yield % from dividends | 1.89 | 1.36 | 139% |
| Returns for 1 year | 23.05 | 30.55 | 75% |
| Returns for 3 years | 12.54 | 19.95 | 63% |
| Returns for 5 years | 49.25 | 83.80 | 59% |
| Returns for 10 years | 130.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...