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NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Yorktown Small-Cap Institutional
Price$16.90
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets33.03M
NAESX vs YOVIX Comparison Chart in %
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NAESX vs. YOVIX commentary
Nov 20, 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 NAESX is a Hold and YOVIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. YOVIX (33M). NAESX pays higher dividends than YOVIX: NAESX (1.22) vs YOVIX (0.00). NAESX was incepted earlier than YOVIX: NAESX (65 years) vs YOVIX (10 years). YOVIX (1.84) is less costly to investors than NAESX (0.17). YOVIX is a more actively managed with annual turnover of: 104.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than YOVIX: NAESX (3000) vs YOVIX (1000000). YOVIX annual gain was more profitable for investors over the last year : 2.74 vs. NAESX (-0.55). NAESX return over 5 years is better than : 39.03 vs. YOVIX (20.15).
| NAESX | YOVIX | NAESX / YOVIX | |
| Total Expense Ratio | 0.17 | 1.38 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.84 | 9% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 2.218 | 6.427 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 33M | 490,909% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -0.55 | 2.74 | -20% |
| Returns for 3 years | 29.75 | 13.16 | 226% |
| Returns for 5 years | 39.03 | 20.15 | 194% |
| Returns for 10 years | 121.66 | N/A | - |
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