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AILLX vs VSMPX
AILLX vs VSMPX Comparison
Open Charts AILLX vs VSMPX
Aristotle Core Equity I-2
Price$25.29
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets521.47M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
AILLX vs VSMPX Comparison Chart
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AILLX vs. VSMPX commentary
May 23, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. AILLX (521M). VSMPX pays higher dividends than AILLX: VSMPX (1.37) vs AILLX (0.12). AILLX was incepted earlier than VSMPX: AILLX (8 years) vs VSMPX (10 years). AILLX (0.65) is less costly to investors than VSMPX (0.02). AILLX is a more actively managed with annual turnover of: 3.00 vs. VSMPX (2.00). AILLX has a lower initial minimum investment than VSMPX: AILLX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. AILLX (9.56). VSMPX return over 5 years is better than : 96.40 vs. AILLX (88.81).
| 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 | 8 years | 10 years | - |
| Gain YTD | 0.783 | 0.781 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.37 | 8% |
| Returns for 1 year | 9.56 | 11.10 | 86% |
| Returns for 3 years | 51.77 | 49.92 | 104% |
| Returns for 5 years | 88.81 | 96.40 | 92% |
| Returns for 10 years | N/A | 166.44 | - |
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