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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
Yorktown Small-Cap Institutional
Price$15.03
Change+$0.25 (+1.69%)
VolumeN/A
Net Assets25.02M
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. YOVIX (25M). VSGIX pays higher dividends than YOVIX: VSGIX (0.61) vs YOVIX (0.00). VSGIX was incepted earlier than YOVIX: VSGIX (25 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than VSGIX (0.06). 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 : -1.29 vs. YOVIX (-4.15). YOVIX return over 5 years is better than : 52.51 vs. VSGIX (45.11).
| VSGIX | YOVIX | VSGIX / YOVIX | |
| Total Expense Ratio | 0.06 | 1.44 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.82 | 3% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -14.020 | -6.868 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 25M | 134,800% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -1.29 | -4.15 | 31% |
| Returns for 3 years | 4.10 | -6.24 | -66% |
| Returns for 5 years | 45.11 | 52.51 | 86% |
| Returns for 10 years | 83.98 | N/A | - |
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