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AIQQX vs VTSMX
AIQQX vs VTSMX Comparison
Open Charts AIQQX vs VTSMX
Aristotle Value Equity I-2
Price$23.22
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets555.51M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
AIQQX vs VTSMX Comparison Chart in %
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AIQQX vs. VTSMX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AIQQX (556M). AIQQX pays higher dividends than VTSMX: AIQQX (1.45) vs VTSMX (1.09). AIQQX was incepted earlier than VTSMX: AIQQX (9 years) vs VTSMX (33 years). AIQQX (0.69) 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 : 16.21 vs. AIQQX (7.77). VTSMX return over 5 years is better than : 85.82 vs. AIQQX (65.41).
| AIQQX | VTSMX | AIQQX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.047 | 9.266 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.91T | 0% |
| Annual Yield % from dividends | 1.45 | 1.09 | 133% |
| Returns for 1 year | 7.77 | 16.21 | 48% |
| Returns for 3 years | 28.19 | 46.80 | 60% |
| Returns for 5 years | 65.41 | 85.82 | 76% |
| Returns for 10 years | N/A | 202.54 | - |
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