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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$76.52
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
Yorktown Small-Cap Institutional
Price$16.62
Change+$0.15 (+0.91%)
VolumeN/A
Net Assets28.23M
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Jun 07, 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: 35B vs. YOVIX (28.2M). VSGIX pays higher dividends than YOVIX: VSGIX (0.58) 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: 104.00 vs. VSGIX (21.00). 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 : 8.12 vs. YOVIX (6.19). YOVIX return over 5 years is better than : 40.47 vs. VSGIX (34.06).
| 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 | -3.880 | 3.781 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 28.2M | 124,113% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 8.12 | 6.19 | 131% |
| Returns for 3 years | 23.03 | 7.90 | 292% |
| Returns for 5 years | 34.06 | 40.47 | 84% |
| Returns for 10 years | 105.73 | N/A | - |
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