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AISBX vs VSMAX
AISBX vs VSMAX Comparison
Open Charts AISBX vs VSMAX
Aristotle Small Cap Eq C
Price$13.14
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets136.81M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
AISBX vs VSMAX Comparison Chart in %
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AISBX vs. VSMAX commentary
Aug 08, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. AISBX (137M). VSMAX pays higher dividends than AISBX: VSMAX (1.37) 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 : 11.56 vs. AISBX (-1.35). VSMAX return over 5 years is better than : 55.27 vs. AISBX (18.03).
| AISBX | VSMAX | AISBX / VSMAX | |
| Total Expense Ratio | 1.91 | 0.05 | 3,820% |
| Annual Report Gross Expense Ratio | 1.91 | 0.05 | 3,820% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -6.201 | 0.656 | -946% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.35 | 11.56 | -12% |
| Returns for 3 years | 2.49 | 24.25 | 10% |
| Returns for 5 years | 18.03 | 55.27 | 33% |
| Returns for 10 years | N/A | 111.53 | - |