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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$14.32
Change-$0.33 (-2.25%)
VolumeN/A
Net Assets141.36M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
AIBBX vs NAESX Comparison Chart
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AIBBX vs. NAESX commentary
May 22, 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: 140B vs. AIBBX (141M). NAESX pays higher dividends than AIBBX: NAESX (1.43) vs AIBBX (0.42). 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). NAESX is a more actively managed with annual turnover of: 13.00 vs. AIBBX (1.00). 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 : 3.90 vs. AIBBX (-2.81). NAESX return over 5 years is better than : 72.06 vs. AIBBX (44.64).
| 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 | -5.909 | -2.877 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 140B | 0% |
| Annual Yield % from dividends | 0.42 | 1.43 | 30% |
| Returns for 1 year | -2.81 | 3.90 | -72% |
| Returns for 3 years | 9.38 | 27.11 | 35% |
| Returns for 5 years | 44.64 | 72.06 | 62% |
| Returns for 10 years | N/A | 96.13 | - |
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