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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$12.33
Change-$0.80 (-6.09%)
VolumeN/A
Net Assets151.54M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
AISBX vs NAESX Comparison Chart
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AISBX vs. NAESX commentary
Apr 04, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AISBX (152M). NAESX pays higher dividends than AISBX: NAESX (1.39) vs AISBX (0.00). AISBX was incepted earlier than NAESX: AISBX (9 years) vs NAESX (65 years). AISBX (1.91) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 12.00 vs. AISBX (1.00). 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 : 1.18 vs. AISBX (-1.06). NAESX return over 5 years is better than : 115.68 vs. AISBX (70.74).
| 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 | 9 years | 65 years | - |
| Gain YTD | -6.415 | -5.833 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -1.06 | 1.18 | -90% |
| Returns for 3 years | -8.37 | 6.44 | -130% |
| Returns for 5 years | 70.74 | 115.68 | 61% |
| Returns for 10 years | N/A | 90.61 | - |
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