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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.01
Change+$0.44 (+3.02%)
VolumeN/A
Net Assets135.92M
Vanguard Small Cap Index I
Price$117.47
Change+$2.78 (+2.42%)
VolumeN/A
Net Assets154.18B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Aug 13, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. AIBBX (136M). NAESX pays higher dividends than AIBBX: NAESX (1.25) vs AIBBX (0.40). AIBBX was incepted earlier than NAESX: AIBBX (10 years) vs NAESX (65 years). AIBBX (0.91) is less costly to investors than NAESX (0.17). AIBBX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). 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 : 9.96 vs. AIBBX (-1.72). NAESX return over 5 years is better than : 53.10 vs. AIBBX (24.29).
| AIBBX | NAESX | AIBBX / NAESX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -6.423 | -0.246 | 2,609% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 154B | 0% |
| Annual Yield % from dividends | 0.40 | 1.25 | 32% |
| Returns for 1 year | -1.72 | 9.96 | -17% |
| Returns for 3 years | -2.28 | 17.77 | -13% |
| Returns for 5 years | 24.29 | 53.10 | 46% |
| Returns for 10 years | N/A | 107.52 | - |
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