Ad is loading...
AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.72
Change-$0.05 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AIHHX vs NAESX Comparison Chart
Loading...
AIHHX vs. NAESX commentary
Sep 21, 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 AIHHX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. AIHHX (44.7M). 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 : 20.72 vs. AIHHX (-17.95). NAESX return over 5 years is better than : 51.64 vs. AIHHX (-40.94).
| 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 | 12.023 | 9.695 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 149B | 0% |
| Annual Yield % from dividends | 1.00 | 1.31 | 77% |
| Returns for 1 year | -17.95 | 20.72 | -87% |
| Returns for 3 years | -56.99 | 5.63 | -1,012% |
| Returns for 5 years | -40.94 | 51.64 | -79% |
| Returns for 10 years | N/A | 113.34 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers