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AFYCX vs VIVAX
AFYCX vs VIVAX Comparison
Open Charts AFYCX vs VIVAX
Bahl & Gaynor Income Growth C
Price$23.77
Change+$0.24 (+1.02%)
VolumeN/A
Net Assets1.74B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
AFYCX vs VIVAX Comparison Chart
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AFYCX vs. VIVAX commentary
Apr 25, 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 AFYCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. AFYCX (1.74B). VIVAX pays higher dividends than AFYCX: VIVAX (2.14) vs AFYCX (0.90). AFYCX was incepted earlier than VIVAX: AFYCX (12 years) vs VIVAX (33 years). AFYCX (1.60) is less costly to investors than VIVAX (0.17). AFYCX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). AFYCX has a lower initial minimum investment than VIVAX: AFYCX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 3.39 vs. AFYCX (-0.13). VIVAX return over 5 years is better than : 69.89 vs. AFYCX (45.72).
| AFYCX | VIVAX | AFYCX / VIVAX | |
| Total Expense Ratio | 1.60 | 0.17 | 941% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -3.606 | -3.426 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 191B | 1% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | -0.13 | 3.39 | -4% |
| Returns for 3 years | 4.30 | 12.71 | 34% |
| Returns for 5 years | 45.72 | 69.89 | 65% |
| Returns for 10 years | 88.52 | 92.45 | 96% |
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