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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$5.39
Change-$0.35 (-6.10%)
VolumeN/A
Net Assets35.08M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
AISHX vs NAESX Comparison Chart
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AISHX vs. NAESX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AISHX (35.1M). 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 : 1.18 vs. AISHX (-4.97). NAESX return over 5 years is better than : 115.68 vs. AISHX (-32.22).
| 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 | -4.967 | -5.833 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -4.97 | 1.18 | -423% |
| Returns for 3 years | -62.15 | 6.44 | -965% |
| Returns for 5 years | -32.22 | 115.68 | -28% |
| Returns for 10 years | N/A | 90.61 | - |
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