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AFNIX vs VSMPX
AFNIX vs VSMPX Comparison
Open Charts AFNIX vs VSMPX
Bahl & Gaynor Income Growth I
Price$27.27
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets1.83B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.22
Change+$3.37 (+1.13%)
VolumeN/A
Net Assets2.02T
AFNIX vs VSMPX Comparison Chart in %
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AFNIX vs. VSMPX commentary
Oct 21, 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 AFNIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. AFNIX (1.83B). AFNIX pays higher dividends than VSMPX: AFNIX (1.76) vs VSMPX (1.15). AFNIX was incepted earlier than VSMPX: AFNIX (13 years) vs VSMPX (10 years). AFNIX (0.60) is less costly to investors than VSMPX (0.02). AFNIX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AFNIX has a lower initial minimum investment than VSMPX: AFNIX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. AFNIX (1.33). VSMPX return over 5 years is better than : 84.96 vs. AFNIX (55.92).
| AFNIX | VSMPX | AFNIX / VSMPX | |
| Total Expense Ratio | 0.60 | 0.02 | 3,000% |
| Annual Report Gross Expense Ratio | 0.60 | 0.02 | 3,000% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 11.335 | 13.029 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 2.02T | 0% |
| Annual Yield % from dividends | 1.76 | 1.15 | 153% |
| Returns for 1 year | 1.33 | 13.81 | 10% |
| Returns for 3 years | 37.45 | 76.12 | 49% |
| Returns for 5 years | 55.92 | 84.96 | 66% |
| Returns for 10 years | 145.81 | 215.53 | 68% |
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