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AFNAX vs VIVIX
AFNAX vs VIVIX Comparison
Open Charts AFNAX vs VIVIX
Bahl & Gaynor Income Growth A
Price$26.26
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
AFNAX vs VIVIX Comparison Chart in %
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AFNAX vs. VIVIX commentary
Jul 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 AFNAX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. AFNAX (1.87B). VIVIX pays higher dividends than AFNAX: VIVIX (2.19) vs AFNAX (1.64). AFNAX was incepted earlier than VIVIX: AFNAX (13 years) vs VIVIX (27 years). AFNAX (0.85) is less costly to investors than VIVIX (0.04). AFNAX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (9.00). AFNAX has a lower initial minimum investment than VIVIX: AFNAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. AFNAX (7.11). VIVIX return over 5 years is better than : 74.87 vs. AFNAX (53.81).
| AFNAX | VIVIX | AFNAX / VIVIX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 6.878 | 6.730 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 195B | 1% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | 7.11 | 9.75 | 73% |
| Returns for 3 years | 23.97 | 34.32 | 70% |
| Returns for 5 years | 53.81 | 74.87 | 72% |
| Returns for 10 years | 129.48 | 116.26 | 111% |
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