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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.14
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets30.04M
Vanguard Small Cap Index I
Price$117.31
Change+$0.64 (+0.55%)
VolumeN/A
Net Assets153.28B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Jul 11, 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 AIHHX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AIHHX (30M). NAESX pays higher dividends than AIHHX: NAESX (1.28) vs AIHHX (0.30). AIHHX was incepted earlier than NAESX: AIHHX (10 years) vs NAESX (65 years). AIHHX (1.02) is less costly to investors than NAESX (0.17). AIHHX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). AIHHX has a lower initial minimum investment than NAESX: AIHHX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.02 vs. AIHHX (0.74). NAESX return over 5 years is better than : 69.64 vs. AIHHX (-37.61).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 0.000 | 1.476 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 153B | 0% |
| Annual Yield % from dividends | 0.30 | 1.28 | 24% |
| Returns for 1 year | 0.74 | 12.02 | 6% |
| Returns for 3 years | -46.06 | 37.72 | -122% |
| Returns for 5 years | -37.61 | 69.64 | -54% |
| Returns for 10 years | N/A | 106.46 | - |
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