Ad is loading...
AIHHX vs VSMAX
AIHHX vs VSMAX Comparison
Open Charts AIHHX vs VSMAX
Aristotle Small/Mid Cap Equity I-2
Price$6.34
Change+$0.50 (+8.56%)
VolumeN/A
Net Assets30.14M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
AIHHX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIHHX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. AIHHX (30.1M). VSMAX pays higher dividends than AIHHX: VSMAX (1.52) vs AIHHX (0.32). AIHHX was incepted earlier than VSMAX: AIHHX (9 years) vs VSMAX (24 years). AIHHX (1.02) is less costly to investors than VSMAX (0.05). AIHHX is a more actively managed with annual turnover of: 151.00 vs. VSMAX (12.00). AIHHX has a lower initial minimum investment than VSMAX: AIHHX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. AIHHX (-17.72). VSMAX return over 5 years is better than : 56.52 vs. AIHHX (-43.01).
| AIHHX | VSMAX | AIHHX / VSMAX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -17.978 | -19.288 | 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 | 1.52 | 21% |
| Returns for 1 year | -17.72 | -13.67 | 130% |
| Returns for 3 years | -61.93 | -5.11 | 1,211% |
| Returns for 5 years | -43.01 | 56.52 | -76% |
| Returns for 10 years | N/A | 63.59 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...