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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$6.34
Change+$0.50 (+8.56%)
VolumeN/A
Net Assets30.14M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
AIHHX vs NAESX Comparison Chart
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AIHHX vs. NAESX commentary
Apr 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: 143B vs. AIHHX (30.1M). NAESX pays higher dividends than AIHHX: NAESX (1.39) vs AIHHX (0.32). AIHHX was incepted earlier than NAESX: AIHHX (9 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: 151.00 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 : -13.70 vs. AIHHX (-17.72). NAESX return over 5 years is better than : 56.35 vs. AIHHX (-43.01).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -17.978 | -19.296 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 143B | 0% |
| Annual Yield % from dividends | 0.32 | 1.39 | 23% |
| Returns for 1 year | -17.72 | -13.70 | 129% |
| Returns for 3 years | -61.93 | -5.18 | 1,195% |
| Returns for 5 years | -43.01 | 56.35 | -76% |
| Returns for 10 years | N/A | 63.14 | - |
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