Ad is loading...
VEXPX vs YOVIX
VEXPX vs YOVIX Comparison
Open Charts VEXPX vs YOVIX
Yorktown Small-Cap Institutional
Price$15.65
Change-$0.18 (-1.14%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VEXPX vs YOVIX Comparison Chart
Loading...
VEXPX vs. YOVIX commentary
Sep 21, 2024
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 VEXPX is a Buy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. YOVIX (29.6M). VEXPX pays higher dividends than YOVIX: VEXPX (0.48) vs YOVIX (0.22). VEXPX was incepted earlier than YOVIX: VEXPX (57 years) vs YOVIX (8 years). YOVIX is a more actively managed with annual turnover of: 176.00 vs. VEXPX (40.00). VEXPX has a lower initial minimum investment than YOVIX: VEXPX (3000) vs YOVIX (1000000). VEXPX annual gain was more profitable for investors over the last year : 22.97 vs. YOVIX (11.28). YOVIX return over 5 years is better than : 27.42 vs. VEXPX (21.05).
| VEXPX | YOVIX | VEXPX / YOVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 8 years | - |
| Gain YTD | 11.283 | 2.939 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 29.6M | 76,351% |
| Annual Yield % from dividends | 0.48 | 0.22 | 224% |
| Returns for 1 year | 22.97 | 11.28 | 204% |
| Returns for 3 years | -15.01 | -19.93 | 75% |
| Returns for 5 years | 21.05 | 27.42 | 77% |
| Returns for 10 years | 20.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFFVX | 33.74 | 0.06 | +0.18% |
| DFA US Targeted Value I | |||
| EPSIX | 24.18 | -0.04 | -0.17% |
| NYLI Epoch Global Equity Yield Inv Class | |||
| HFYYX | 10.56 | -0.02 | -0.19% |
| Hartford Schroders Intl Multi-Cp Val Y | |||
| CGVIX | 15.24 | -0.04 | -0.26% |
| Causeway Global Value Inst | |||
| NMUAX | 10.39 | -0.04 | -0.38% |
| Neuberger Berman Multi-Cap Opp A | |||