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VEXPX vs YOVIX
VEXPX vs YOVIX Comparison
Open Charts VEXPX vs YOVIX
Yorktown Small-Cap Institutional
Price$14.65
Change-$0.91 (-5.85%)
VolumeN/A
Net Assets26.15M
VEXPX vs YOVIX Comparison Chart
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VEXPX vs. YOVIX commentary
Apr 04, 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 Buy and YOVIX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. YOVIX (26.2M). VEXPX pays higher dividends than YOVIX: VEXPX (0.44) vs YOVIX (0.00). VEXPX was incepted earlier than YOVIX: VEXPX (57 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than VEXPX (0.45). YOVIX is a more actively managed with annual turnover of: 176.00 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 : -2.99 vs. VEXPX (-8.23). YOVIX return over 5 years is better than : 89.63 vs. VEXPX (51.18).
| VEXPX | YOVIX | VEXPX / YOVIX | |
| Total Expense Ratio | 0.45 | 1.44 | 31% |
| Annual Report Gross Expense Ratio | 0.45 | 1.82 | 25% |
| Fund Existence | 57 years | 9 years | - |
| Gain YTD | -7.081 | -1.953 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 26.2M | 81,679% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -8.23 | -2.99 | 275% |
| Returns for 3 years | -8.56 | -9.17 | 93% |
| Returns for 5 years | 51.18 | 89.63 | 57% |
| Returns for 10 years | 8.03 | N/A | - |
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