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AIQQX vs VTSMX
AIQQX vs VTSMX Comparison
Open Charts AIQQX vs VTSMX
Aristotle Value Equity I-2
Price$22.79
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets540.62M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
AIQQX vs VTSMX Comparison Chart in %
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AIQQX vs. VTSMX commentary
Oct 18, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. AIQQX (541M). AIQQX pays higher dividends than VTSMX: AIQQX (1.41) vs VTSMX (1.04). AIQQX was incepted earlier than VTSMX: AIQQX (9 years) vs VTSMX (34 years). AIQQX (0.70) is less costly to investors than VTSMX (0.14). AIQQX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). AIQQX has a lower initial minimum investment than VTSMX: AIQQX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.30 vs. AIQQX (-0.17). VTSMX return over 5 years is better than : 84.06 vs. AIQQX (54.61).
| AIQQX | VTSMX | AIQQX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 7.393 | 12.523 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 2.02T | 0% |
| Annual Yield % from dividends | 1.41 | 1.04 | 135% |
| Returns for 1 year | -0.17 | 13.30 | -1% |
| Returns for 3 years | 42.42 | 75.25 | 56% |
| Returns for 5 years | 54.61 | 84.06 | 65% |
| Returns for 10 years | N/A | 223.69 | - |
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