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VEXPX vs YOVIX
VEXPX vs YOVIX Comparison
Open Charts VEXPX vs YOVIX
Yorktown Small-Cap Institutional
Price$16.62
Change+$0.15 (+0.91%)
VolumeN/A
Net Assets28.23M
VEXPX vs YOVIX Comparison Chart
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VEXPX vs. YOVIX commentary
Jun 07, 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 VEXPX is a StrongBuy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. YOVIX (28.2M). VEXPX pays higher dividends than YOVIX: VEXPX (0.42) vs YOVIX (0.00). VEXPX was incepted earlier than YOVIX: VEXPX (58 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than VEXPX (0.44). YOVIX is a more actively managed with annual turnover of: 104.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than YOVIX: VEXPX (3000) vs YOVIX (1000000). YOVIX annual gain was more profitable for investors over the last year : 6.19 vs. VEXPX (-4.12). YOVIX return over 5 years is better than : 40.47 vs. VEXPX (6.54).
| VEXPX | YOVIX | VEXPX / YOVIX | |
| Total Expense Ratio | 0.44 | 1.44 | 31% |
| Annual Report Gross Expense Ratio | 0.44 | 1.82 | 24% |
| Fund Existence | 58 years | 9 years | - |
| Gain YTD | -3.958 | 3.781 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 28.2M | 68,794% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -4.12 | 6.19 | -67% |
| Returns for 3 years | 4.73 | 7.90 | 60% |
| Returns for 5 years | 6.54 | 40.47 | 16% |
| Returns for 10 years | 12.05 | N/A | - |
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