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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$6.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.55M
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. AIHHX (28.6M). NAESX pays higher dividends than AIHHX: NAESX (1.25) vs AIHHX (0.31). 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 : 11.53 vs. AIHHX (-3.33). NAESX return over 5 years is better than : 55.08 vs. AIHHX (-43.90).
| 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 | -3.371 | 0.632 | -533% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 154B | 0% |
| Annual Yield % from dividends | 0.31 | 1.25 | 25% |
| Returns for 1 year | -3.33 | 11.53 | -29% |
| Returns for 3 years | -51.76 | 24.14 | -214% |
| Returns for 5 years | -43.90 | 55.08 | -80% |
| Returns for 10 years | N/A | 111.04 | - |
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