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VSGIX vs YOVAX
VSGIX vs YOVAX Comparison
Open Charts VSGIX vs YOVAX
Vanguard Small Cap Growth Index I
Price$65.48
Change-$2.92 (-4.27%)
VolumeN/A
Net Assets33.7B
VSGIX vs YOVAX Comparison Chart
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VSGIX vs. YOVAX commentary
Apr 11, 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 VSGIX is a Buy and YOVAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. YOVAX (25.2M). VSGIX pays higher dividends than YOVAX: VSGIX (0.61) vs YOVAX (0.00). VSGIX was incepted earlier than YOVAX: VSGIX (25 years) vs YOVAX (9 years). YOVAX (2.18) is less costly to investors than VSGIX (0.06). YOVAX is a more actively managed with annual turnover of: 176.00 vs. VSGIX (19.00). YOVAX has a lower initial minimum investment than VSGIX: YOVAX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : -14.21 vs. YOVAX (-15.64). YOVAX (37.30) and VSGIX (36.61) have equivalent 5 years return.
| VSGIX | YOVAX | VSGIX / YOVAX | |
| Total Expense Ratio | 0.06 | 1.69 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 2.18 | 3% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -21.432 | -14.396 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 25.2M | 133,730% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -14.21 | -15.64 | 91% |
| Returns for 3 years | -7.65 | -17.04 | 45% |
| Returns for 5 years | 36.61 | 37.30 | 98% |
| Returns for 10 years | 66.84 | N/A | - |
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