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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$5.40
Change+$0.09 (+1.69%)
VolumeN/A
Net Assets31.86M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
AISHX vs NAESX Comparison Chart
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AISHX vs. NAESX commentary
Apr 25, 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 AISHX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AISHX (31.9M). NAESX pays higher dividends than AISHX: NAESX (1.39) vs AISHX (0.00). AISHX was incepted earlier than NAESX: AISHX (9 years) vs NAESX (65 years). AISHX (2.02) is less costly to investors than NAESX (0.17). AISHX is a more actively managed with annual turnover of: 151.00 vs. NAESX (12.00). AISHX has a lower initial minimum investment than NAESX: AISHX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. AISHX (-9.85). NAESX return over 5 years is better than : 71.57 vs. AISHX (-45.79).
| AISHX | NAESX | AISHX / NAESX | |
| Total Expense Ratio | 2.02 | 0.17 | 1,188% |
| Annual Report Gross Expense Ratio | 2.02 | 0.17 | 1,188% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -12.086 | -12.247 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -9.85 | -2.36 | 417% |
| Returns for 3 years | -63.26 | 4.67 | -1,356% |
| Returns for 5 years | -45.79 | 71.57 | -64% |
| Returns for 10 years | N/A | 78.60 | - |
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