Ad is loading...
AIHHX vs VSMAX
AIHHX vs VSMAX Comparison
Open Charts AIHHX vs VSMAX
Aristotle Small/Mid Cap Equity I-2
Price$7.35
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets41.45M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
AIHHX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIHHX vs. VSMAX commentary
Jan 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. AIHHX (41.5M). VSMAX pays higher dividends than AIHHX: VSMAX (1.42) vs AIHHX (1.00). AIHHX was incepted earlier than VSMAX: AIHHX (9 years) vs VSMAX (24 years). AIHHX is a more actively managed with annual turnover of: 34.00 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 : 21.26 vs. AIHHX (11.89). VSMAX return over 5 years is better than : 48.99 vs. AIHHX (-47.85).
| AIHHX | VSMAX | AIHHX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 3.230 | 3.369 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 155B | 0% |
| Annual Yield % from dividends | 1.00 | 1.42 | 71% |
| Returns for 1 year | 11.89 | 21.26 | 56% |
| Returns for 3 years | -54.48 | 17.25 | -316% |
| Returns for 5 years | -47.85 | 48.99 | -98% |
| Returns for 10 years | N/A | 127.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...