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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.67
Change+$0.14 (+0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
AIBBX vs NAESX Comparison Chart
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AIBBX vs. NAESX commentary
Dec 25, 2024
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: 167B vs. AIBBX (177M). 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 : 14.57 vs. AIBBX (7.08). NAESX return over 5 years is better than : 49.05 vs. AIBBX (20.57).
| 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 | 7.548 | 14.724 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 167B | 0% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | 7.08 | 14.57 | 49% |
| Returns for 3 years | -1.28 | 9.94 | -13% |
| Returns for 5 years | 20.57 | 49.05 | 42% |
| Returns for 10 years | N/A | 115.02 | - |