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AILLX vs VSMPX
AILLX vs VSMPX Comparison
Open Charts AILLX vs VSMPX
Aristotle Core Equity I-2
Price$29.24
Change-$0.27 (-0.91%)
VolumeN/A
Net Assets548.62M
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
AILLX vs VSMPX Comparison Chart in %
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AILLX vs. VSMPX 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 AILLX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AILLX (549M). VSMPX pays higher dividends than AILLX: VSMPX (1.12) vs AILLX (0.09). AILLX was incepted earlier than VSMPX: AILLX (9 years) vs VSMPX (11 years). AILLX (0.65) is less costly to investors than VSMPX (0.02). AILLX is a more actively managed with annual turnover of: 26.00 vs. VSMPX (2.00). AILLX has a lower initial minimum investment than VSMPX: AILLX (0) vs VSMPX (100000000). AILLX annual gain was more profitable for investors over the last year : 13.80 vs. VSMPX (12.11). VSMPX (78.00) and AILLX (77.40) have equivalent 5 years return.
| AILLX | VSMPX | AILLX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.590 | 12.760 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 2.05T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 13.80 | 12.11 | 114% |
| Returns for 3 years | 70.01 | 65.06 | 108% |
| Returns for 5 years | 77.40 | 78.00 | 99% |
| Returns for 10 years | N/A | 206.61 | - |
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