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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$13.25
Change+$0.17 (+1.30%)
VolumeN/A
Net Assets133.81M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
AIBBX vs NAESX Comparison Chart
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AIBBX vs. NAESX commentary
Apr 12, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AIBBX (134M). NAESX pays higher dividends than AIBBX: NAESX (1.39) vs AIBBX (0.41). AIBBX was incepted earlier than NAESX: AIBBX (9 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: 12.00 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 : -7.81 vs. AIBBX (-8.89). NAESX return over 5 years is better than : 63.69 vs. AIBBX (39.21).
| AIBBX | NAESX | AIBBX / NAESX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -15.992 | -15.507 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 143B | 0% |
| Annual Yield % from dividends | 0.41 | 1.39 | 29% |
| Returns for 1 year | -8.89 | -7.81 | 114% |
| Returns for 3 years | -9.63 | -0.30 | 3,259% |
| Returns for 5 years | 39.21 | 63.69 | 62% |
| Returns for 10 years | N/A | 70.97 | - |
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