Ad is loading...
Ad is loading...
VSGIX vs YOVIX
VSGIX vs YOVIX Comparison
Open Charts VSGIX vs YOVIX
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
Yorktown Small-Cap Institutional
Price$16.36
Change-$0.26 (-1.56%)
VolumeN/A
CapitalizationN/A
VSGIX vs YOVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSGIX vs. YOVIX commentary
Nov 18, 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 StrongBuy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. YOVIX (31.3M). 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 : 32.38 vs. YOVIX (20.40). VSGIX return over 5 years is better than : 47.68 vs. YOVIX (37.20).
| 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 | 16.261 | 9.285 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 31.3M | 114,377% |
| Annual Yield % from dividends | 0.67 | 0.22 | 307% |
| Returns for 1 year | 32.38 | 20.40 | 159% |
| Returns for 3 years | -6.64 | -21.09 | 31% |
| Returns for 5 years | 47.68 | 37.20 | 128% |
| Returns for 10 years | 131.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JMVZX | 37.82 | -0.08 | -0.21% |
| JPMorgan Mid Cap Value R2 | |||
| FFNAX | 13.10 | -0.07 | -0.53% |
| Fidelity Advisor Asset Manager 40% A | |||
| BWLIX | 27.56 | -0.18 | -0.65% |
| American Beacon Man Lg Cp Value Inv | |||
| TIGCX | 21.99 | -0.35 | -1.57% |
| Thornburg International Growth C | |||
| PBSIX | 15.20 | -0.29 | -1.87% |
| Polen US Small Company Growth Instl | |||