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NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Yorktown Small-Cap Institutional
Price$17.26
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets30.15M
NAESX vs YOVIX Comparison Chart in %
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NAESX vs. YOVIX commentary
Aug 10, 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: 154B vs. YOVIX (30.1M). NAESX pays higher dividends than YOVIX: NAESX (1.25) vs YOVIX (0.00). NAESX was incepted earlier than YOVIX: NAESX (65 years) vs YOVIX (9 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 : 14.91 vs. NAESX (9.46). NAESX return over 5 years is better than : 54.21 vs. YOVIX (33.89).
| 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 | 9 years | - |
| Gain YTD | 0.067 | 8.759 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 30.1M | 511,628% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.46 | 14.91 | 63% |
| Returns for 3 years | 23.97 | 13.89 | 173% |
| Returns for 5 years | 54.21 | 33.89 | 160% |
| Returns for 10 years | 108.86 | N/A | - |
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