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AFYCX vs VVIAX
AFYCX vs VVIAX Comparison
Open Charts AFYCX vs VVIAX
Bahl & Gaynor Income Growth C
Price$26.33
Change-$0.18 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
AFYCX vs VVIAX Comparison Chart
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AFYCX vs. VVIAX commentary
Dec 18, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. AFYCX (1.93B). VVIAX pays higher dividends than AFYCX: VVIAX (2.36) vs AFYCX (1.01). AFYCX was incepted earlier than VVIAX: AFYCX (12 years) vs VVIAX (24 years). AFYCX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (10.00). AFYCX has a lower initial minimum investment than VVIAX: AFYCX (2500) vs VVIAX (3000). AFYCX (16.54) and VVIAX (16.45) have marching annual gain over last year. VVIAX return over 5 years is better than : 44.62 vs. AFYCX (40.40).
| AFYCX | VVIAX | AFYCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 17.482 | 16.051 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 195B | 1% |
| Annual Yield % from dividends | 1.01 | 2.36 | 43% |
| Returns for 1 year | 16.54 | 16.45 | 101% |
| Returns for 3 years | 10.79 | 20.49 | 53% |
| Returns for 5 years | 40.40 | 44.62 | 91% |
| Returns for 10 years | 112.31 | 104.84 | 107% |
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