Yorktown Small-Cap Fund (YOVIX) Alternatives
Yorktown Small-Cap Fund (YOVIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with YOVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to YOVIX
YOVIX charges 1.38% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among YOVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | YOVIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | YOVIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | YOVIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | YOVIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | YOVIX vs VISGX |
Best Risk-Adjusted Alternatives to YOVIX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | YOVIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | YOVIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | YOVIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | YOVIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | YOVIX vs HRSMX |
Top Performing YOVIX Alternatives (YTD)
YOVIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | YOVIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | YOVIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | YOVIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | YOVIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | YOVIX vs OBMCX |
Lowest Volatility Alternatives to YOVIX
YOVIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | YOVIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | YOVIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | YOVIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | YOVIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | YOVIX vs ETEGX |
Lowest Drawdown Alternatives to YOVIX
YOVIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | YOVIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | YOVIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | YOVIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | YOVIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | YOVIX vs CTSIX |
Other Mutual Funds from Yorktown Funds
Most popular Yorktown Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | 92 | 0.16% | Jul 2, 1997 | YOVIX vs APIMX | |
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | 83 | -0.49% | Jul 1, 1997 | YOVIX vs APIUX | |
| Yorktown Growth Fund | Global Equities | 28 | -4.73% | Jun 13, 1985 | YOVIX vs APITX |
Often Compared With YOVIX
What investors most often compare with YOVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | YOVIX vs VOO | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | YOVIX vs QISGX |
Compare YOVIX with Any Fund or Stock
Compare YOVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.