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AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$26.21
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets446.18M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
AILLX vs VTSMX Comparison Chart
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AILLX vs. VTSMX 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 AILLX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. AILLX (446M). VTSMX pays higher dividends than AILLX: VTSMX (1.26) vs AILLX (0.69). AILLX was incepted earlier than VTSMX: AILLX (8 years) vs VTSMX (33 years). AILLX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). AILLX has a lower initial minimum investment than VTSMX: AILLX (0) vs VTSMX (3000). AILLX annual gain was more profitable for investors over the last year : 26.57 vs. VTSMX (25.24). AILLX return over 5 years is better than : 80.28 vs. VTSMX (76.07).
| AILLX | VTSMX | AILLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.664 | 2.241 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 55% |
| Returns for 1 year | 26.57 | 25.24 | 105% |
| Returns for 3 years | 29.57 | 28.94 | 102% |
| Returns for 5 years | 80.28 | 76.07 | 106% |
| Returns for 10 years | N/A | 194.99 | - |
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