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 a closer substitute for your current allocation.
Cheapest Alternatives to YOVIX
YOVIX charges 1.38% annually. There are 138 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | YOVIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | YOVIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | YOVIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | YOVIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | YOVIX vs VISGX |
Best Risk-Adjusted Alternatives to YOVIX
YOVIX has a PortfoliosLab risk / return rank of 8. There are 142 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | YOVIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | YOVIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | YOVIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | YOVIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | YOVIX vs DMCRX |
Top Performing YOVIX Alternatives (YTD)
YOVIX is at 6.72% YTD. There are 141 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | YOVIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | YOVIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | YOVIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | YOVIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | YOVIX vs NEAGX |
Lowest Volatility Alternatives to YOVIX
YOVIX has 21.99% 1-year volatility. There are 89 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | YOVIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | YOVIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | YOVIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | YOVIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | YOVIX vs ETEGX |
Lowest Drawdown Alternatives to YOVIX
YOVIX has a 1-year max drawdown of -16.53%. There are 122 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | YOVIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | YOVIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | YOVIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | YOVIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | YOVIX vs SGPIX |
Other Mutual Funds from Yorktown Funds
The 3 most viewed Yorktown Funds mutual funds shown here include APIMX, APITX, APIUX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | 50 | 0.16% | — | Jul 1997 | YOVIX vs APIMX | |
| Yorktown Growth Fund | Global Equities | 25 | 13.77% | — | Jun 1985 | YOVIX vs APITX | |
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | 36 | 0.06% | — | Jul 1997 | YOVIX vs APIUX |
Often Compared With YOVIX
Investors most often compare YOVIX with VOO, QISGX, CTSIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare YOVIX with Any Fund or Stock
Compare YOVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YOVIX with funds that move differently
Yorktown Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YOVIX.
Explore YOVIX Diversifiers