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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$13.34
Change+$0.19 (+1.44%)
VolumeN/A
Net Assets140.8M
Vanguard Small Cap Index I
Price$113.54
Change+$1.55 (+1.38%)
VolumeN/A
Net Assets147.56B
AISBX vs NAESX Comparison Chart in %
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AISBX vs. NAESX commentary
Jun 28, 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: 148B vs. AISBX (141M). NAESX pays higher dividends than AISBX: NAESX (1.35) 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). 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 : 7.95 vs. AISBX (-0.08). NAESX return over 5 years is better than : 68.49 vs. AISBX (30.20).
| 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 | -6.272 | -2.660 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -0.08 | 7.95 | -1% |
| Returns for 3 years | 9.22 | 29.27 | 31% |
| Returns for 5 years | 30.20 | 68.49 | 44% |
| Returns for 10 years | N/A | 100.57 | - |
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