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NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Yorktown Small-Cap Institutional
Price$17.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.92M
NAESX vs YOVIX Comparison Chart in %
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NAESX vs. YOVIX commentary
Dec 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 NAESX is a Buy and YOVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. YOVIX (34.9M). NAESX pays higher dividends than YOVIX: NAESX (1.21) vs YOVIX (0.00). NAESX was incepted earlier than YOVIX: NAESX (65 years) vs YOVIX (10 years). YOVIX (1.84) 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 annual gain was more profitable for investors over the last year : 2.43 vs. NAESX (-0.86). NAESX return over 5 years is better than : 40.97 vs. YOVIX (22.24).
| NAESX | YOVIX | NAESX / YOVIX | |
| Total Expense Ratio | 0.17 | 1.38 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.84 | 9% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 7.092 | 11.657 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 34.9M | 464,183% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | -0.86 | 2.43 | -35% |
| Returns for 3 years | 32.07 | 15.93 | 201% |
| Returns for 5 years | 40.97 | 22.24 | 184% |
| Returns for 10 years | 131.34 | N/A | - |
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