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AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$25.29
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets521.47M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
AILLX vs VTSMX Comparison Chart
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AILLX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AILLX (521M). VTSMX pays higher dividends than AILLX: VTSMX (1.26) vs AILLX (0.12). 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 : 11.08 vs. AILLX (9.56). VTSMX return over 5 years is better than : 96.32 vs. AILLX (88.81).
| 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 | 0.783 | 0.767 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.26 | 9% |
| Returns for 1 year | 9.56 | 11.08 | 86% |
| Returns for 3 years | 51.77 | 49.86 | 104% |
| Returns for 5 years | 88.81 | 96.32 | 92% |
| Returns for 10 years | N/A | 174.58 | - |
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