AISBX
Price
$13.78
Change
+$0.07 (+0.51%)
Updated
Oct 8 closing price
Net Assets
141.67M
VSMAX
Price
$123.62
Change
+$1.12 (+0.91%)
Updated
Oct 8 closing price
Net Assets
162.36B
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AISBX vs VSMAX

Header iconAISBX vs VSMAX Comparison
Open Charts AISBX vs VSMAXBanner chart's image
Aristotle Small Cap Eq C
Price$13.78
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets141.67M
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
AISBX vs VSMAX Comparison Chart in %
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VS
AISBX vs. VSMAX commentary
Oct 09, 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AISBX (142M). VSMAX pays higher dividends than AISBX: VSMAX (1.34) vs AISBX (0.00). AISBX was incepted earlier than VSMAX: AISBX (10 years) vs VSMAX (25 years). AISBX (1.91) is less costly to investors than VSMAX (0.05). AISBX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). AISBX has a lower initial minimum investment than VSMAX: AISBX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.16 vs. AISBX (-1.79). VSMAX return over 5 years is better than : 56.70 vs. AISBX (18.39).
AISBXVSMAXAISBX / VSMAX
Total Expense Ratio1.910.053,820%
Annual Report Gross Expense Ratio1.910.053,820%
Fund Existence10 years25 years-
Gain YTD-2.2816.626-34%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets142M162B0%
Annual Yield % from dividends0.001.34-
Returns for 1 year-1.799.16-20%
Returns for 3 years21.3347.1845%
Returns for 5 years18.3956.7032%
Returns for 10 yearsN/A132.09-
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