Ad is loading...
AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$24.29
Change+$0.18 (+0.75%)
VolumeN/A
Net Assets494.17M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
AILLX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AILLX vs. VTSMX commentary
Apr 03, 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: 1.81T vs. AILLX (494M). VTSMX pays higher dividends than AILLX: VTSMX (1.25) 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 : 6.05 vs. AILLX (4.15). VTSMX return over 5 years is better than : 119.80 vs. AILLX (109.21).
| 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 | -6.071 | -5.128 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 1.81T | 0% |
| Annual Yield % from dividends | 0.12 | 1.25 | 9% |
| Returns for 1 year | 4.15 | 6.05 | 69% |
| Returns for 3 years | 19.13 | 20.52 | 93% |
| Returns for 5 years | 109.21 | 119.80 | 91% |
| Returns for 10 years | N/A | 165.35 | - |