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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
Yorktown Small-Cap Institutional
Price$16.34
Change-$0.55 (-3.26%)
VolumeN/A
Net Assets30.41M
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. YOVIX (30.4M). 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 : 12.96 vs. YOVIX (6.17). VSGIX return over 5 years is better than : 35.64 vs. YOVIX (29.45).
| 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 | -0.330 | 2.962 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 30.4M | 130,263% |
| Annual Yield % from dividends | 0.67 | 0.22 | 307% |
| Returns for 1 year | 12.96 | 6.17 | 210% |
| Returns for 3 years | 19.39 | -2.57 | -754% |
| Returns for 5 years | 35.64 | 29.45 | 121% |
| Returns for 10 years | 116.38 | N/A | - |
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