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AFYCX vs VIVAX
AFYCX vs VIVAX Comparison
Open Charts AFYCX vs VIVAX
Bahl & Gaynor Income Growth C
Price$26.16
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets1.86B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
AFYCX vs VIVAX Comparison Chart in %
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AFYCX vs. VIVAX commentary
Sep 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. AFYCX (1.86B). VIVAX pays higher dividends than AFYCX: VIVAX (1.99) vs AFYCX (0.91). AFYCX was incepted earlier than VIVAX: AFYCX (13 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 (9.00). 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 : 8.09 vs. AFYCX (3.00). VIVAX return over 5 years is better than : 70.73 vs. AFYCX (45.45).
| AFYCX | VIVAX | AFYCX / VIVAX | |
| Total Expense Ratio | 1.60 | 0.17 | 941% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 7.495 | 8.193 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 203B | 1% |
| Annual Yield % from dividends | 0.91 | 1.99 | 46% |
| Returns for 1 year | 3.00 | 8.09 | 37% |
| Returns for 3 years | 23.70 | 37.08 | 64% |
| Returns for 5 years | 45.45 | 70.73 | 64% |
| Returns for 10 years | 129.21 | 132.39 | 98% |
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