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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$14.39
Change-$0.14 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AISBX vs NAESX Comparison Chart
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AISBX vs. NAESX commentary
Nov 18, 2024
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 AISBX is a StrongSell and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. AISBX (194M). NAESX pays higher dividends than AISBX: NAESX (1.31) vs AISBX (0.00). AISBX was incepted earlier than NAESX: AISBX (9 years) vs NAESX (64 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. AISBX (10.00). AISBX has a lower initial minimum investment than NAESX: AISBX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. AISBX (21.43). NAESX return over 5 years is better than : 55.43 vs. AISBX (18.24).
| AISBX | NAESX | AISBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 9.847 | 15.758 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 21.43 | 30.24 | 71% |
| Returns for 3 years | -16.14 | 4.66 | -346% |
| Returns for 5 years | 18.24 | 55.43 | 33% |
| Returns for 10 years | N/A | 122.58 | - |
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