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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$13.69
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets142.1M
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
AISBX vs NAESX Comparison Chart in %
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AISBX vs. NAESX commentary
Sep 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 AISBX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AISBX (142M). NAESX pays higher dividends than AISBX: NAESX (1.20) 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 : 9.72 vs. AISBX (-3.11). NAESX return over 5 years is better than : 67.30 vs. AISBX (25.80).
| 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 | -2.352 | 6.425 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.11 | 9.72 | -32% |
| Returns for 3 years | 15.91 | 38.83 | 41% |
| Returns for 5 years | 25.80 | 67.30 | 38% |
| Returns for 10 years | N/A | 132.42 | - |
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