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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$79.77
Change-$0.15 (-0.19%)
VolumeN/A
Net Assets36.92B
Yorktown Small-Cap Institutional
Price$17.59
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets31.42M
VSGIX vs YOVIX Comparison Chart in %
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VSGIX vs. YOVIX commentary
Jul 20, 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 YOVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. YOVIX (31.4M). VSGIX pays higher dividends than YOVIX: VSGIX (0.55) vs YOVIX (0.00). VSGIX was incepted earlier than YOVIX: VSGIX (25 years) vs YOVIX (9 years). YOVIX (1.84) is less costly to investors than VSGIX (0.06). YOVIX is a more actively managed with annual turnover of: 104.00 vs. VSGIX (21.00). YOVIX has a lower initial minimum investment than VSGIX: YOVIX (1000000) vs VSGIX (5000000). YOVIX annual gain was more profitable for investors over the last year : 10.84 vs. VSGIX (10.11). YOVIX return over 5 years is better than : 47.14 vs. VSGIX (38.21).
| VSGIX | YOVIX | VSGIX / YOVIX | |
| Total Expense Ratio | 0.06 | 1.38 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.84 | 3% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 1.254 | 10.838 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9B | 31.4M | 117,516% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 10.11 | 10.84 | 93% |
| Returns for 3 years | 36.50 | 22.69 | 161% |
| Returns for 5 years | 38.21 | 47.14 | 81% |
| Returns for 10 years | 115.69 | N/A | - |