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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$14.43
Change+$0.14 (+0.98%)
VolumeN/A
Net Assets177.37M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
AISBX vs NAESX Comparison Chart
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AISBX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. AISBX (177M). 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 : 20.30 vs. AISBX (12.43). NAESX return over 5 years is better than : 55.79 vs. AISBX (17.90).
| 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 | 1.853 | 3.621 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 12.43 | 20.30 | 61% |
| Returns for 3 years | 0.28 | 20.81 | 1% |
| Returns for 5 years | 17.90 | 55.79 | 32% |
| Returns for 10 years | N/A | 124.23 | - |