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AFYCX vs VVIAX
AFYCX vs VVIAX Comparison
Open Charts AFYCX vs VVIAX
Bahl & Gaynor Income Growth C
Price$25.18
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets1.82B
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
AFYCX vs VVIAX Comparison Chart in %
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AFYCX vs. VVIAX commentary
Jun 27, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFYCX (1.82B). VVIAX pays higher dividends than AFYCX: VVIAX (2.28) vs AFYCX (0.96). AFYCX was incepted earlier than VVIAX: AFYCX (12 years) vs VVIAX (25 years). AFYCX (1.60) is less costly to investors than VVIAX (0.05). AFYCX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (9.00). AFYCX has a lower initial minimum investment than VVIAX: AFYCX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.64 vs. AFYCX (2.35). VVIAX return over 5 years is better than : 81.02 vs. AFYCX (51.96).
| AFYCX | VVIAX | AFYCX / VVIAX | |
| Total Expense Ratio | 1.60 | 0.05 | 3,200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.328 | 3.330 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 189B | 1% |
| Annual Yield % from dividends | 0.96 | 2.28 | 42% |
| Returns for 1 year | 2.35 | 8.64 | 27% |
| Returns for 3 years | 17.71 | 30.71 | 58% |
| Returns for 5 years | 51.96 | 81.02 | 64% |
| Returns for 10 years | 106.95 | 110.43 | 97% |
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