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AIBBX vs VSMAX
AIBBX vs VSMAX Comparison
Open Charts AIBBX vs VSMAX
Aristotle Small Cap Equity I-2
Price$15.01
Change+$0.44 (+3.02%)
VolumeN/A
Net Assets135.92M
Vanguard Small Cap Index Admiral Shares
Price$117.49
Change+$2.78 (+2.42%)
VolumeN/A
Net Assets154.18B
AIBBX vs VSMAX Comparison Chart in %
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AIBBX vs. VSMAX commentary
Aug 13, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. AIBBX (136M). VSMAX pays higher dividends than AIBBX: VSMAX (1.37) vs AIBBX (0.40). AIBBX was incepted earlier than VSMAX: AIBBX (10 years) vs VSMAX (25 years). AIBBX (0.91) is less costly to investors than VSMAX (0.05). AIBBX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). AIBBX has a lower initial minimum investment than VSMAX: AIBBX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.99 vs. AIBBX (-1.72). VSMAX return over 5 years is better than : 53.27 vs. AIBBX (24.29).
| AIBBX | VSMAX | AIBBX / VSMAX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -6.423 | -0.223 | 2,883% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 154B | 0% |
| Annual Yield % from dividends | 0.40 | 1.37 | 29% |
| Returns for 1 year | -1.72 | 9.99 | -17% |
| Returns for 3 years | -2.28 | 17.86 | -13% |
| Returns for 5 years | 24.29 | 53.27 | 46% |
| Returns for 10 years | N/A | 108.04 | - |
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