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NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
Yorktown Small-Cap Institutional
Price$18.24
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.84M
NAESX vs YOVIX Comparison Chart in %
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NAESX vs. YOVIX commentary
Sep 18, 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 Buy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. YOVIX (30.8M). NAESX pays higher dividends than YOVIX: NAESX (1.20) 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 : 17.83 vs. NAESX (9.72). NAESX return over 5 years is better than : 67.30 vs. YOVIX (46.50).
| 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 | 6.425 | 14.493 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 30.8M | 522,727% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 9.72 | 17.83 | 55% |
| Returns for 3 years | 38.83 | 24.83 | 156% |
| Returns for 5 years | 67.30 | 46.50 | 145% |
| Returns for 10 years | 132.42 | N/A | - |
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