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VISGX vs YOVIX
VISGX vs YOVIX Comparison
Open Charts VISGX vs YOVIX
Vanguard Small Cap Growth Index I
Price$63.61
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets33.7B
Yorktown Small-Cap Institutional
Price$13.87
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets23.52M
VISGX vs YOVIX Comparison Chart
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VISGX vs. YOVIX commentary
Apr 08, 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 VISGX is a Hold and YOVIX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. YOVIX (23.5M). VISGX pays higher dividends than YOVIX: VISGX (0.46) vs YOVIX (0.00). VISGX was incepted earlier than YOVIX: VISGX (27 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than VISGX (0.19). YOVIX is a more actively managed with annual turnover of: 176.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than YOVIX: VISGX (3000) vs YOVIX (1000000). VISGX annual gain was more profitable for investors over the last year : -9.74 vs. YOVIX (-11.88). YOVIX return over 5 years is better than : 70.01 vs. VISGX (63.33).
| VISGX | YOVIX | VISGX / YOVIX | |
| Total Expense Ratio | 0.19 | 1.44 | 13% |
| Annual Report Gross Expense Ratio | 0.19 | 1.82 | 10% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -18.839 | -12.098 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 23.5M | 143,404% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -9.74 | -11.88 | 82% |
| Returns for 3 years | -7.60 | -16.47 | 46% |
| Returns for 5 years | 63.33 | 70.01 | 90% |
| Returns for 10 years | 73.43 | N/A | - |
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