AILLX
Price
$23.57
Change
+$0.54 (+2.34%)
Updated
Apr 24 closing price
Net Assets
466.26M
VSMPX
Price
$245.65
Change
+$5.00 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
Ad is loading...

AILLX vs VSMPX

Header iconAILLX vs VSMPX Comparison
Open Charts AILLX vs VSMPXBanner chart's image
Aristotle Core Equity I-2
Price$23.57
Change+$0.54 (+2.34%)
VolumeN/A
Net Assets466.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
AILLX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AILLX vs. VSMPX commentary
Apr 25, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. AILLX (466M). 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 : 5.28 vs. AILLX (3.85). VSMPX return over 5 years is better than : 86.84 vs. AILLX (80.83).
AILLXVSMPXAILLX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence8 years10 years-
Gain YTD-9.792-9.015109%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets466M1.7T0%
Annual Yield % from dividends0.121.378%
Returns for 1 year3.855.2873%
Returns for 3 years22.3222.6299%
Returns for 5 years80.8386.8493%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FAVCX22.10N/A
N/A
Fidelity Advisor Equity Value C
NBSSX28.81N/A
N/A
Neuberger Berman Focus Investor
FFTMX19.93N/A
N/A
Fidelity Advisor Asset Manager 50% M
PSLIX25.00N/A
N/A
Principal SmallCap Inst
GCEDX8.73N/A
N/A
Goldman Sachs Clean Energy Income Ins