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AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$26.28
Change-$0.21 (-0.79%)
VolumeN/A
Net Assets538.51M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AILLX vs VTSMX Comparison Chart
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AILLX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AILLX (539M). VTSMX pays higher dividends than AILLX: VTSMX (1.18) vs AILLX (0.11). AILLX was incepted earlier than VTSMX: AILLX (8 years) vs VTSMX (33 years). AILLX (0.65) is less costly to investors than VTSMX (0.14). AILLX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). AILLX has a lower initial minimum investment than VTSMX: AILLX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. AILLX (7.78). VTSMX (91.36) and AILLX (88.38) have equivalent 5 years return.
| AILLX | VTSMX | AILLX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.938 | 1.349 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.18 | 9% |
| Returns for 1 year | 7.78 | 10.06 | 77% |
| Returns for 3 years | 60.33 | 57.59 | 105% |
| Returns for 5 years | 88.38 | 91.36 | 97% |
| Returns for 10 years | N/A | 178.92 | - |
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