Interact to see
Advertisement
Advertisement
NAESX vs YOVIX
NAESX vs YOVIX Comparison
Open Charts NAESX vs YOVIX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Yorktown Small-Cap Institutional
Price$17.83
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets34.79M
NAESX vs YOVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. YOVIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. YOVIX (34.8M). 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 : 9.93 vs. NAESX (7.55). NAESX return over 5 years is better than : 36.08 vs. YOVIX (9.45).
| 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 | 9.616 | 12.350 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 34.8M | 468,391% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 7.55 | 9.93 | 76% |
| Returns for 3 years | 45.02 | 36.11 | 125% |
| Returns for 5 years | 36.08 | 9.45 | 382% |
| Returns for 10 years | 141.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement