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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.17
Change+$0.14 (+0.93%)
VolumeN/A
Net Assets166.8M
Vanguard Small Cap Index I
Price$111.04
Change-$2.78 (-2.44%)
VolumeN/A
Net Assets160.88B
AIBBX vs NAESX Comparison Chart
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AIBBX vs. NAESX commentary
Mar 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 AIBBX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AIBBX (167M). NAESX pays higher dividends than AIBBX: NAESX (1.31) vs AIBBX (0.50). AIBBX was incepted earlier than NAESX: AIBBX (9 years) vs NAESX (64 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. AIBBX (10.00). AIBBX has a lower initial minimum investment than NAESX: AIBBX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.47 vs. AIBBX (5.89). NAESX return over 5 years is better than : 62.72 vs. AIBBX (38.03).
| AIBBX | NAESX | AIBBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | -2.569 | -1.155 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 161B | 0% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | 5.89 | 8.47 | 70% |
| Returns for 3 years | 4.10 | 16.49 | 25% |
| Returns for 5 years | 38.03 | 62.72 | 61% |
| Returns for 10 years | N/A | 103.49 | - |
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