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AFYCX vs VTSMX
AFYCX vs VTSMX Comparison
Open Charts AFYCX vs VTSMX
Bahl & Gaynor Income Growth C
Price$26.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AFYCX vs VTSMX Comparison Chart
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AFYCX vs. VTSMX commentary
Sep 20, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFYCX (1.92B). VTSMX pays higher dividends than AFYCX: VTSMX (1.26) vs AFYCX (1.01). AFYCX was incepted earlier than VTSMX: AFYCX (12 years) vs VTSMX (32 years). AFYCX is a more actively managed with annual turnover of: 14.00 vs. VTSMX (2.00). AFYCX has a lower initial minimum investment than VTSMX: AFYCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. AFYCX (19.53). VTSMX return over 5 years is better than : 82.93 vs. AFYCX (44.24).
| AFYCX | VTSMX | AFYCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 16.112 | 16.884 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.72T | 0% |
| Annual Yield % from dividends | 1.01 | 1.26 | 80% |
| Returns for 1 year | 19.53 | 25.89 | 75% |
| Returns for 3 years | 16.68 | 21.33 | 78% |
| Returns for 5 years | 44.24 | 82.93 | 53% |
| Returns for 10 years | 115.38 | 178.97 | 64% |
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