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AFNAX vs VSMPX
AFNAX vs VSMPX Comparison
Open Charts AFNAX vs VSMPX
Bahl & Gaynor Income Growth A
Price$24.33
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
AFNAX vs VSMPX Comparison Chart in %
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AFNAX vs. VSMPX commentary
Dec 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. AFNAX (1.72B). AFNAX pays higher dividends than VSMPX: AFNAX (1.52) vs VSMPX (1.12). AFNAX was incepted earlier than VSMPX: AFNAX (13 years) vs VSMPX (11 years). AFNAX (0.88) 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 : 14.43 vs. AFNAX (-1.82). VSMPX return over 5 years is better than : 76.89 vs. AFNAX (29.07).
| AFNAX | VSMPX | AFNAX / VSMPX | |
| Total Expense Ratio | 0.88 | 0.02 | 4,400% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -0.512 | 17.382 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.06T | 0% |
| Annual Yield % from dividends | 1.52 | 1.12 | 136% |
| Returns for 1 year | -1.82 | 14.43 | -13% |
| Returns for 3 years | 15.12 | 78.10 | 19% |
| Returns for 5 years | 29.07 | 76.89 | 38% |
| Returns for 10 years | 118.68 | 225.09 | 53% |
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