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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
Yorktown Small-Cap Institutional
Price$16.75
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets31.51M
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Jan 19, 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 Hold and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. YOVIX (31.5M). VSGIX pays higher dividends than YOVIX: VSGIX (0.67) vs YOVIX (0.22). VSGIX was incepted earlier than YOVIX: VSGIX (25 years) vs YOVIX (9 years). YOVIX is a more actively managed with annual turnover of: 176.00 vs. VSGIX (19.00). YOVIX has a lower initial minimum investment than VSGIX: YOVIX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. YOVIX (14.02). VSGIX return over 5 years is better than : 41.97 vs. YOVIX (32.91).
| VSGIX | YOVIX | VSGIX / YOVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 3.577 | 5.545 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1B | 31.5M | 120,952% |
| Annual Yield % from dividends | 0.67 | 0.22 | 307% |
| Returns for 1 year | 25.00 | 14.02 | 178% |
| Returns for 3 years | 16.70 | -2.16 | -772% |
| Returns for 5 years | 41.97 | 32.91 | 128% |
| Returns for 10 years | 139.86 | N/A | - |
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