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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$12.35
Change+$0.20 (+1.65%)
VolumeN/A
Net Assets137.87M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
AISBX vs NAESX Comparison Chart
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AISBX vs. NAESX commentary
Apr 25, 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: 143B vs. AISBX (138M). 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 : -2.36 vs. AISBX (-5.96). NAESX return over 5 years is better than : 71.57 vs. AISBX (35.00).
| 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 | -13.400 | -12.247 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -5.96 | -2.36 | 252% |
| Returns for 3 years | -10.86 | 4.67 | -233% |
| Returns for 5 years | 35.00 | 71.57 | 49% |
| Returns for 10 years | N/A | 78.60 | - |
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