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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$13.38
Change-$0.11 (-0.82%)
VolumeN/A
Net Assets139.5M
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
AISBX vs NAESX Comparison Chart in %
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AISBX vs. NAESX commentary
Jul 21, 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 AISBX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AISBX (139M). NAESX pays higher dividends than AISBX: NAESX (1.28) vs AISBX (0.00). AISBX was incepted earlier than NAESX: AISBX (10 years) vs NAESX (65 years). AISBX (1.91) is less costly to investors than NAESX (0.17). AISBX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). 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 : 6.91 vs. AISBX (-4.50). NAESX return over 5 years is better than : 64.74 vs. AISBX (25.87).
| AISBX | NAESX | AISBX / NAESX | |
| Total Expense Ratio | 1.91 | 0.17 | 1,124% |
| Annual Report Gross Expense Ratio | 1.91 | 0.17 | 1,124% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -4.633 | 1.354 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -4.50 | 6.91 | -65% |
| Returns for 3 years | 10.67 | 32.93 | 32% |
| Returns for 5 years | 25.87 | 64.74 | 40% |
| Returns for 10 years | N/A | 108.20 | - |
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