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AISBX vs VSMAX
AISBX vs VSMAX Comparison
Open Charts AISBX vs VSMAX
Aristotle Small Cap Eq C
Price$14.22
Change-$0.14 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
AISBX vs VSMAX Comparison Chart
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AISBX vs. VSMAX commentary
Sep 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. AISBX (214M). VSMAX pays higher dividends than AISBX: VSMAX (1.42) vs AISBX (0.00). AISBX was incepted earlier than VSMAX: AISBX (9 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. AISBX (10.00). 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 : 25.54 vs. AISBX (20.77). VSMAX return over 5 years is better than : 53.45 vs. AISBX (21.18).
| AISBX | VSMAX | AISBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.618 | 10.898 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 20.77 | 25.54 | 81% |
| Returns for 3 years | -6.08 | 8.91 | -68% |
| Returns for 5 years | 21.18 | 53.45 | 40% |
| Returns for 10 years | N/A | 121.55 | - |
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