VITPX vs. AFNIX
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX).
VITPX is managed by Vanguard. It was launched on May 31, 2001. AFNIX is managed by AAM. It was launched on Jul 5, 2012.
Performance
VITPX vs. AFNIX - Performance Comparison
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VITPX vs. AFNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -6.74% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 1.74% | 11.36% | 16.23% | 6.59% | -8.77% | 25.23% | 6.60% | 25.71% | -1.98% | 19.51% |
Returns By Period
In the year-to-date period, VITPX achieves a -6.74% return, which is significantly lower than AFNIX's 1.74% return. Over the past 10 years, VITPX has outperformed AFNIX with an annualized return of 13.34%, while AFNIX has yielded a comparatively lower 10.47% annualized return.
VITPX
- 1D
- -0.46%
- 1M
- -7.72%
- YTD
- -6.74%
- 6M
- -4.46%
- 1Y
- 14.81%
- 3Y*
- 17.24%
- 5Y*
- 10.44%
- 10Y*
- 13.34%
AFNIX
- 1D
- 0.00%
- 1M
- -5.57%
- YTD
- 1.74%
- 6M
- 2.64%
- 1Y
- 12.52%
- 3Y*
- 12.09%
- 5Y*
- 8.54%
- 10Y*
- 10.47%
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VITPX vs. AFNIX - Expense Ratio Comparison
VITPX has a 0.02% expense ratio, which is lower than AFNIX's 0.83% expense ratio.
Return for Risk
VITPX vs. AFNIX — Risk / Return Rank
VITPX
AFNIX
VITPX vs. AFNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VITPX | AFNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.00 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.43 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.20 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.10 | 5.93 | -0.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VITPX | AFNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.00 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.62 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.65 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.69 | -0.23 |
Correlation
The correlation between VITPX and AFNIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VITPX vs. AFNIX - Dividend Comparison
VITPX's dividend yield for the trailing twelve months is around 2.69%, less than AFNIX's 31.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.69% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 31.45% | 14.13% | 6.88% | 3.43% | 4.61% | 1.78% | 1.75% | 2.13% | 2.04% | 1.72% | 1.79% | 2.66% |
Drawdowns
VITPX vs. AFNIX - Drawdown Comparison
The maximum VITPX drawdown since its inception was -55.28%, which is greater than AFNIX's maximum drawdown of -35.60%. Use the drawdown chart below to compare losses from any high point for VITPX and AFNIX.
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Drawdown Indicators
| VITPX | AFNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -35.60% | -19.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -10.43% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.31% | -19.57% | -5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -35.60% | +0.61% |
Current DrawdownCurrent decline from peak | -8.92% | -5.60% | -3.32% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -3.54% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.12% | +0.44% |
Volatility
VITPX vs. AFNIX - Volatility Comparison
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) has a higher volatility of 4.40% compared to AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) at 3.07%. This indicates that VITPX's price experiences larger fluctuations and is considered to be riskier than AFNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITPX | AFNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.07% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 6.63% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.42% | 13.64% | +4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 13.89% | +3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 16.25% | +2.12% |