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AFNAX vs VIVAX
AFNAX vs VIVAX Comparison
Open Charts AFNAX vs VIVAX
Bahl & Gaynor Income Growth A
Price$25.30
Change-$0.20 (-0.78%)
VolumeN/A
Net Assets1.83B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFNAX vs VIVAX Comparison Chart
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AFNAX vs. VIVAX commentary
Jun 15, 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 AFNAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AFNAX (1.84B). VIVAX pays higher dividends than AFNAX: VIVAX (2.16) vs AFNAX (1.67). AFNAX was incepted earlier than VIVAX: AFNAX (13 years) vs VIVAX (33 years). AFNAX (0.85) is less costly to investors than VIVAX (0.17). AFNAX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (9.00). AFNAX has a lower initial minimum investment than VIVAX: AFNAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. AFNAX (3.01). VIVAX return over 5 years is better than : 72.56 vs. AFNAX (54.83).
| AFNAX | VIVAX | AFNAX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 2.741 | 2.419 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 189B | 1% |
| Annual Yield % from dividends | 1.67 | 2.16 | 78% |
| Returns for 1 year | 3.01 | 8.01 | 38% |
| Returns for 3 years | 26.06 | 32.20 | 81% |
| Returns for 5 years | 54.83 | 72.56 | 76% |
| Returns for 10 years | 118.96 | 103.54 | 115% |
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