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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.35
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets41.45M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
AIHHX vs NAESX Comparison Chart
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AIHHX vs. NAESX commentary
Jan 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. AIHHX (41.5M). NAESX pays higher dividends than AIHHX: NAESX (1.31) vs AIHHX (1.00). AIHHX was incepted earlier than NAESX: AIHHX (9 years) vs NAESX (64 years). AIHHX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). 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 : 21.23 vs. AIHHX (11.89). NAESX return over 5 years is better than : 48.81 vs. AIHHX (-47.85).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 3.230 | 3.370 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 155B | 0% |
| Annual Yield % from dividends | 1.00 | 1.31 | 77% |
| Returns for 1 year | 11.89 | 21.23 | 56% |
| Returns for 3 years | -54.48 | 17.16 | -318% |
| Returns for 5 years | -47.85 | 48.81 | -98% |
| Returns for 10 years | N/A | 126.44 | - |
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