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AFNIX vs VSMPX
AFNIX vs VSMPX Comparison
Open Charts AFNIX vs VSMPX
Bahl & Gaynor Income Growth I
Price$24.70
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
AFNIX vs VSMPX Comparison Chart in %
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AFNIX vs. VSMPX commentary
Jan 15, 2026
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 (1.73B). AFNIX pays higher dividends than VSMPX: AFNIX (1.81) vs VSMPX (1.13). AFNIX was incepted earlier than VSMPX: AFNIX (14 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 : 18.30 vs. AFNIX (1.58). VSMPX return over 5 years is better than : 73.71 vs. AFNIX (29.55).
| 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 | 14 years | 11 years | - |
| Gain YTD | 1.982 | 1.685 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 2.06T | 0% |
| Annual Yield % from dividends | 1.81 | 1.13 | 160% |
| Returns for 1 year | 1.58 | 18.30 | 9% |
| Returns for 3 years | 14.52 | 70.98 | 20% |
| Returns for 5 years | 29.55 | 73.71 | 40% |
| Returns for 10 years | 143.45 | 259.47 | 55% |
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