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AFNIX vs VVIAX
AFNIX vs VVIAX Comparison
Open Charts AFNIX vs VVIAX
Bahl & Gaynor Income Growth I
Price$26.00
Change-$0.72 (-2.69%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
AFNIX vs VVIAX Comparison Chart
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AFNIX vs. VVIAX commentary
Dec 19, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AFNIX (1.91B). VVIAX pays higher dividends than AFNIX: VVIAX (2.36) vs AFNIX (1.89). AFNIX was incepted earlier than VVIAX: AFNIX (12 years) vs VVIAX (24 years). AFNIX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than AFNIX: VVIAX (3000) vs AFNIX (25000). AFNIX annual gain was more profitable for investors over the last year : 17.72 vs. VVIAX (16.45). AFNIX return over 5 years is better than : 47.70 vs. VVIAX (44.62).
| AFNIX | VVIAX | AFNIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 18.660 | 16.051 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 195B | 1% |
| Annual Yield % from dividends | 1.89 | 2.36 | 80% |
| Returns for 1 year | 17.72 | 16.45 | 108% |
| Returns for 3 years | 14.26 | 20.49 | 70% |
| Returns for 5 years | 47.70 | 44.62 | 107% |
| Returns for 10 years | 132.60 | 104.84 | 126% |
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