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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$13.31
Change-$0.34 (-2.49%)
VolumeN/A
Net Assets166.8M
Vanguard Small Cap Index I
Price$111.04
Change-$2.78 (-2.44%)
VolumeN/A
Net Assets160.88B
AISBX vs NAESX Comparison Chart
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AISBX vs. NAESX commentary
Mar 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AISBX (167M). 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 : 8.47 vs. AISBX (4.84). NAESX return over 5 years is better than : 62.72 vs. AISBX (25.57).
| 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 | -2.708 | -1.155 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 4.84 | 8.47 | 57% |
| Returns for 3 years | -1.94 | 16.49 | -12% |
| Returns for 5 years | 25.57 | 62.72 | 41% |
| Returns for 10 years | N/A | 103.49 | - |