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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.86
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets177.77M
Vanguard Small Cap Index I
Price$119.32
Change-$0.51 (-0.43%)
VolumeN/A
Net Assets155.27B
AIBBX vs NAESX Comparison Chart
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AIBBX vs. NAESX commentary
Jan 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. AIBBX (178M). 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 : 17.82 vs. AIBBX (11.23). NAESX return over 5 years is better than : 55.79 vs. AIBBX (30.16).
| 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 | 2.055 | 3.621 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 155B | 0% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | 11.23 | 17.82 | 63% |
| Returns for 3 years | 9.26 | 24.07 | 38% |
| Returns for 5 years | 30.16 | 55.79 | 54% |
| Returns for 10 years | N/A | 126.28 | - |
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