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AIBBX vs VSCIX
AIBBX vs VSCIX Comparison
Open Charts AIBBX vs VSCIX
Aristotle Small Cap Equity I-2
Price$15.67
Change+$0.14 (+0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
AIBBX vs VSCIX Comparison Chart
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AIBBX vs. VSCIX commentary
Dec 25, 2024
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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. AIBBX (177M). VSCIX pays higher dividends than AIBBX: VSCIX (1.43) vs AIBBX (0.50). AIBBX was incepted earlier than VSCIX: AIBBX (9 years) vs VSCIX (27 years). VSCIX is a more actively managed with annual turnover of: 12.00 vs. AIBBX (10.00). AIBBX has a lower initial minimum investment than VSCIX: AIBBX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 14.59 vs. AIBBX (7.08). VSCIX return over 5 years is better than : 49.25 vs. AIBBX (20.57).
| AIBBX | VSCIX | AIBBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 7.548 | 14.750 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 167B | 0% |
| Annual Yield % from dividends | 0.50 | 1.43 | 35% |
| Returns for 1 year | 7.08 | 14.59 | 48% |
| Returns for 3 years | -1.28 | 10.04 | -13% |
| Returns for 5 years | 20.57 | 49.25 | 42% |
| Returns for 10 years | N/A | 115.70 | - |