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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$6.81
Change+$0.02 (+0.29%)
VolumeN/A
Net Assets29.75M
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Jun 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AIHHX (29.8M). NAESX pays higher dividends than AIHHX: NAESX (1.35) vs AIHHX (0.31). 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: 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 : 5.84 vs. AIHHX (-3.24). NAESX return over 5 years is better than : 60.15 vs. AIHHX (-41.31).
| 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 | -4.635 | -4.155 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 148B | 0% |
| Annual Yield % from dividends | 0.31 | 1.35 | 23% |
| Returns for 1 year | -3.24 | 5.84 | -56% |
| Returns for 3 years | -47.47 | 34.88 | -136% |
| Returns for 5 years | -41.31 | 60.15 | -69% |
| Returns for 10 years | N/A | 91.64 | - |