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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
Yorktown Small-Cap Institutional
Price$14.65
Change-$0.91 (-5.85%)
VolumeN/A
Net Assets26.15M
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Apr 04, 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 StrongBuy and YOVIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. YOVIX (26.2M). 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 : 1.07 vs. YOVIX (-2.99). YOVIX (89.63) and VSGIX (85.29) have equivalent 5 years return.
| 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 | -8.106 | -1.953 | 415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8B | 26.2M | 140,458% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 1.07 | -2.99 | -36% |
| Returns for 3 years | 2.23 | -9.17 | -24% |
| Returns for 5 years | 85.29 | 89.63 | 95% |
| Returns for 10 years | 96.11 | N/A | - |
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