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AFNIX vs VSMPX
AFNIX vs VSMPX Comparison
Open Charts AFNIX vs VSMPX
Bahl & Gaynor Income Growth I
Price$24.40
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
AFNIX vs VSMPX Comparison Chart in %
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AFNIX vs. VSMPX commentary
Dec 26, 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: 2.06T vs. AFNIX (1.72B). AFNIX pays higher dividends than VSMPX: AFNIX (1.74) vs VSMPX (1.12). AFNIX was incepted earlier than VSMPX: AFNIX (13 years) vs VSMPX (11 years). AFNIX (0.63) 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 : 14.43 vs. AFNIX (-1.57). VSMPX return over 5 years is better than : 76.89 vs. AFNIX (30.69).
| AFNIX | VSMPX | AFNIX / VSMPX | |
| Total Expense Ratio | 0.63 | 0.02 | 3,150% |
| Annual Report Gross Expense Ratio | 0.63 | 0.02 | 3,150% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -0.266 | 17.382 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.06T | 0% |
| Annual Yield % from dividends | 1.74 | 1.12 | 155% |
| Returns for 1 year | -1.57 | 14.43 | -11% |
| Returns for 3 years | 15.99 | 78.10 | 20% |
| Returns for 5 years | 30.69 | 76.89 | 40% |
| Returns for 10 years | 124.24 | 225.09 | 55% |
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