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AFYCX vs VVIAX
AFYCX vs VVIAX Comparison
Open Charts AFYCX vs VVIAX
Bahl & Gaynor Income Growth C
Price$25.54
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets1.86B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
AFYCX vs VVIAX Comparison Chart in %
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AFYCX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. AFYCX (1.86B). VVIAX pays higher dividends than AFYCX: VVIAX (2.18) vs AFYCX (0.94). AFYCX was incepted earlier than VVIAX: AFYCX (12 years) vs VVIAX (25 years). AFYCX (1.60) is less costly to investors than VVIAX (0.05). AFYCX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (9.00). AFYCX has a lower initial minimum investment than VVIAX: AFYCX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. AFYCX (4.75). VVIAX return over 5 years is better than : 80.13 vs. AFYCX (50.79).
| AFYCX | VVIAX | AFYCX / VVIAX | |
| Total Expense Ratio | 1.60 | 0.05 | 3,200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 4.878 | 6.198 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 189B | 1% |
| Annual Yield % from dividends | 0.94 | 2.18 | 43% |
| Returns for 1 year | 4.75 | 12.03 | 39% |
| Returns for 3 years | 21.32 | 35.17 | 61% |
| Returns for 5 years | 50.79 | 80.13 | 63% |
| Returns for 10 years | 111.62 | 115.67 | 96% |