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AFYCX vs VIVAX
AFYCX vs VIVAX Comparison
Open Charts AFYCX vs VIVAX
Bahl & Gaynor Income Growth C
Price$24.98
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
AFYCX vs VIVAX Comparison Chart
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AFYCX vs. VIVAX commentary
Jun 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 AFYCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. AFYCX (1.85B). VIVAX pays higher dividends than AFYCX: VIVAX (2.16) vs AFYCX (0.96). AFYCX was incepted earlier than VIVAX: AFYCX (12 years) vs VIVAX (33 years). AFYCX (1.60) is less costly to investors than VIVAX (0.17). AFYCX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (9.00). AFYCX has a lower initial minimum investment than VIVAX: AFYCX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. AFYCX (2.18). VIVAX return over 5 years is better than : 72.56 vs. AFYCX (48.88).
| AFYCX | VIVAX | AFYCX / VIVAX | |
| Total Expense Ratio | 1.60 | 0.17 | 941% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 2.410 | 2.419 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 189B | 1% |
| Annual Yield % from dividends | 0.96 | 2.16 | 44% |
| Returns for 1 year | 2.18 | 8.01 | 27% |
| Returns for 3 years | 23.10 | 32.20 | 72% |
| Returns for 5 years | 48.88 | 72.56 | 67% |
| Returns for 10 years | 103.71 | 103.54 | 100% |
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