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AFYCX vs VTSAX
AFYCX vs VTSAX Comparison
Open Charts AFYCX vs VTSAX
Bahl & Gaynor Income Growth C
Price$26.27
Change+$0.02 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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AFYCX vs VTSAX Comparison Chart
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AFYCX vs. VTSAX commentary
Sep 21, 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 AFYCX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AFYCX (1.93B). VTSAX pays higher dividends than AFYCX: VTSAX (1.35) vs AFYCX (1.01). AFYCX was incepted earlier than VTSAX: AFYCX (12 years) vs VTSAX (24 years). AFYCX is a more actively managed with annual turnover of: 14.00 vs. VTSAX (2.00). AFYCX has a lower initial minimum investment than VTSAX: AFYCX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.89 vs. AFYCX (19.53). VTSAX return over 5 years is better than : 82.99 vs. AFYCX (44.24).
| AFYCX | VTSAX | AFYCX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 16.112 | 16.921 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.72T | 0% |
| Annual Yield % from dividends | 1.01 | 1.35 | 75% |
| Returns for 1 year | 19.53 | 25.89 | 75% |
| Returns for 3 years | 16.68 | 21.34 | 78% |
| Returns for 5 years | 44.24 | 82.99 | 53% |
| Returns for 10 years | 115.38 | 179.72 | 64% |