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AVFIX vs VISVX
AVFIX vs VISVX Comparison
Open Charts AVFIX vs VISVX
American Beacon Small Cp Val R5
Price$27.86
Change-$0.42 (-1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
AVFIX vs VISVX Comparison Chart
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AVFIX vs. VISVX 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 AVFIX is a Sell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. AVFIX (4.67B). VISVX pays higher dividends than AVFIX: VISVX (1.90) vs AVFIX (1.41). AVFIX was incepted earlier than VISVX: AVFIX (26 years) vs VISVX (27 years). AVFIX is a more actively managed with annual turnover of: 52.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AVFIX: VISVX (3000) vs AVFIX (250000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. AVFIX (10.59). VISVX return over 5 years is better than : 52.67 vs. AVFIX (17.45).
| AVFIX | VISVX | AVFIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 11.708 | 14.945 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 63B | 7% |
| Annual Yield % from dividends | 1.41 | 1.90 | 74% |
| Returns for 1 year | 10.59 | 16.18 | 65% |
| Returns for 3 years | -7.53 | 20.58 | -37% |
| Returns for 5 years | 17.45 | 52.67 | 33% |
| Returns for 10 years | 4.10 | 105.07 | 4% |
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