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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$6.96
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets22.12M
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AIHHX (22.1M). NAESX pays higher dividends than AIHHX: NAESX (1.22) vs AIHHX (0.30). AIHHX was incepted earlier than NAESX: AIHHX (10 years) vs NAESX (65 years). AIHHX (1.01) 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 : -0.55 vs. AIHHX (-11.97). NAESX return over 5 years is better than : 39.03 vs. AIHHX (-49.50).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -2.388 | 2.218 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1M | 162B | 0% |
| Annual Yield % from dividends | 0.30 | 1.22 | 24% |
| Returns for 1 year | -11.97 | -0.55 | 2,183% |
| Returns for 3 years | -50.06 | 29.75 | -168% |
| Returns for 5 years | -49.50 | 39.03 | -127% |
| Returns for 10 years | N/A | 121.66 | - |
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