AIQQX
Price
$23.35
Change
-$0.04 (-0.17%)
Updated
Sep 5 closing price
Net Assets
560.45M
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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AIQQX vs VSMPX

Header iconAIQQX vs VSMPX Comparison
Open Charts AIQQX vs VSMPXBanner chart's image
Aristotle Value Equity I-2
Price$23.35
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets560.45M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
AIQQX vs VSMPX Comparison Chart in %
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VS
AIQQX vs. VSMPX commentary
Sep 07, 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 AIQQX is a Hold and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. AIQQX (560M). AIQQX pays higher dividends than VSMPX: AIQQX (1.40) vs VSMPX (1.17). AIQQX was incepted earlier than VSMPX: AIQQX (9 years) vs VSMPX (10 years). AIQQX (0.70) is less costly to investors than VSMPX (0.02). AIQQX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). AIQQX has a lower initial minimum investment than VSMPX: AIQQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. AIQQX (7.35). VSMPX return over 5 years is better than : 85.39 vs. AIQQX (65.55).
AIQQXVSMPXAIQQX / VSMPX
Total Expense Ratio0.690.023,450%
Annual Report Gross Expense Ratio0.700.023,500%
Fund Existence9 years10 years-
Gain YTD10.66410.574101%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets560M1.95T0%
Annual Yield % from dividends1.401.17119%
Returns for 1 year7.3518.2840%
Returns for 3 years41.2164.0364%
Returns for 5 years65.5585.3977%
Returns for 10 yearsN/A215.19-
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