Interact to see
Advertisement
Advertisement
NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Yorktown Small-Cap Institutional
Price$16.25
Change-$0.30 (-1.81%)
VolumeN/A
Net Assets28.5M
NAESX vs YOVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. YOVIX commentary
Jun 15, 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 NAESX is a Buy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. YOVIX (28.5M). NAESX pays higher dividends than YOVIX: NAESX (1.35) vs YOVIX (0.00). NAESX was incepted earlier than YOVIX: NAESX (65 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than NAESX (0.17). YOVIX is a more actively managed with annual turnover of: 104.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than YOVIX: NAESX (3000) vs YOVIX (1000000). YOVIX (5.45) and NAESX (5.19) have marching annual gain over last year. NAESX return over 5 years is better than : 63.19 vs. YOVIX (48.71).
| NAESX | YOVIX | NAESX / YOVIX | |
| Total Expense Ratio | 0.17 | 1.44 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.82 | 9% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -4.390 | 2.394 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.5M | 519,298% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | 5.45 | 95% |
| Returns for 3 years | 31.28 | 19.06 | 164% |
| Returns for 5 years | 63.19 | 48.71 | 130% |
| Returns for 10 years | 92.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement