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VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
Yorktown Small-Cap Institutional
Price$15.97
Change-$0.75 (-4.49%)
VolumeN/A
CapitalizationN/A
VSGIX vs YOVIX Comparison Chart
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VSGIX vs. YOVIX commentary
Dec 19, 2024
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: 40.7B vs. YOVIX (32M). 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 : 24.05 vs. YOVIX (13.24). VSGIX return over 5 years is better than : 49.74 vs. YOVIX (37.68).
| 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 | 22.063 | 11.690 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 32M | 127,188% |
| Annual Yield % from dividends | 0.67 | 0.22 | 307% |
| Returns for 1 year | 24.05 | 13.24 | 182% |
| Returns for 3 years | 8.34 | -8.17 | -102% |
| Returns for 5 years | 49.74 | 37.68 | 132% |
| Returns for 10 years | 140.25 | N/A | - |
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