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AIBBX vs VSCPX
AIBBX vs VSCPX Comparison
Open Charts AIBBX vs VSCPX
Aristotle Small Cap Equity I-2
Price$15.67
Change+$0.14 (+0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$337.34
Change+$2.80 (+0.84%)
VolumeN/A
CapitalizationN/A
AIBBX vs VSCPX Comparison Chart
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AIBBX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. AIBBX (177M). VSCPX pays higher dividends than AIBBX: VSCPX (1.44) vs AIBBX (0.50). AIBBX was incepted earlier than VSCPX: AIBBX (9 years) vs VSCPX (14 years). VSCPX is a more actively managed with annual turnover of: 12.00 vs. AIBBX (10.00). AIBBX has a lower initial minimum investment than VSCPX: AIBBX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 14.60 vs. AIBBX (7.08). VSCPX return over 5 years is better than : 49.26 vs. AIBBX (20.57).
| AIBBX | VSCPX | AIBBX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 7.548 | 14.759 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 167B | 0% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 7.08 | 14.60 | 48% |
| Returns for 3 years | -1.28 | 10.05 | -13% |
| Returns for 5 years | 20.57 | 49.26 | 42% |
| Returns for 10 years | N/A | 115.76 | - |