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AFNIX vs VVIAX
AFNIX vs VVIAX Comparison
Open Charts AFNIX vs VVIAX
Bahl & Gaynor Income Growth I
Price$25.93
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFNIX vs VVIAX Comparison Chart in %
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AFNIX vs. VVIAX commentary
Jul 04, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFNIX (1.85B). VVIAX pays higher dividends than AFNIX: VVIAX (2.18) vs AFNIX (1.87). AFNIX was incepted earlier than VVIAX: AFNIX (13 years) vs VVIAX (25 years). AFNIX (0.60) is less costly to investors than VVIAX (0.05). AFNIX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than AFNIX: VVIAX (3000) vs AFNIX (25000). VVIAX annual gain was more profitable for investors over the last year : 11.39 vs. AFNIX (5.32). VVIAX return over 5 years is better than : 79.11 vs. AFNIX (57.94).
| AFNIX | VVIAX | AFNIX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.60 | 0.05 | 1,200% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 4.836 | 5.592 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 189B | 1% |
| Annual Yield % from dividends | 1.87 | 2.18 | 86% |
| Returns for 1 year | 5.32 | 11.39 | 47% |
| Returns for 3 years | 24.54 | 34.39 | 71% |
| Returns for 5 years | 57.94 | 79.11 | 73% |
| Returns for 10 years | 131.99 | 114.44 | 115% |
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