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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$14.91
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets140.49M
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Jun 30, 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: 148B vs. AIBBX (140M). NAESX pays higher dividends than AIBBX: NAESX (1.35) vs AIBBX (0.41). 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 : 9.10 vs. AIBBX (2.09). NAESX return over 5 years is better than : 71.12 vs. AIBBX (45.78).
| 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 | -4.239 | -1.139 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 148B | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | 2.09 | 9.10 | 23% |
| Returns for 3 years | 12.82 | 33.44 | 38% |
| Returns for 5 years | 45.78 | 71.12 | 64% |
| Returns for 10 years | N/A | 102.90 | - |
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