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AFNAX vs VSMPX
AFNAX vs VSMPX Comparison
Open Charts AFNAX vs VSMPX
Bahl & Gaynor Income Growth A
Price$27.07
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets1.83B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
AFNAX vs VSMPX Comparison Chart in %
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AFNAX vs. VSMPX commentary
Nov 14, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AFNAX (1.83B). AFNAX pays higher dividends than VSMPX: AFNAX (1.56) vs VSMPX (1.12). AFNAX was incepted earlier than VSMPX: AFNAX (13 years) vs VSMPX (11 years). AFNAX (0.85) is less costly to investors than VSMPX (0.02). AFNAX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AFNAX has a lower initial minimum investment than VSMPX: AFNAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. AFNAX (3.31). VSMPX return over 5 years is better than : 84.08 vs. AFNAX (47.16).
| AFNAX | VSMPX | AFNAX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 11.715 | 15.994 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 2.05T | 0% |
| Annual Yield % from dividends | 1.56 | 1.12 | 139% |
| Returns for 1 year | 3.31 | 13.44 | 25% |
| Returns for 3 years | 26.25 | 68.30 | 38% |
| Returns for 5 years | 47.16 | 84.08 | 56% |
| Returns for 10 years | 147.64 | 225.48 | 65% |
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