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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$6.68
Change-$0.07 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AISHX vs NAESX Comparison Chart
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AISHX vs. NAESX commentary
Nov 18, 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 AISHX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. AISHX (43.9M). NAESX pays higher dividends than AISHX: NAESX (1.31) vs AISHX (0.69). AISHX was incepted earlier than NAESX: AISHX (9 years) vs NAESX (64 years). AISHX is a more actively managed with annual turnover of: 34.00 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 : 30.24 vs. AISHX (-18.56). NAESX return over 5 years is better than : 55.43 vs. AISHX (-48.77).
| AISHX | NAESX | AISHX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 14.777 | 15.758 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 151B | 0% |
| Annual Yield % from dividends | 0.69 | 1.31 | 53% |
| Returns for 1 year | -18.56 | 30.24 | -61% |
| Returns for 3 years | -63.33 | 4.66 | -1,358% |
| Returns for 5 years | -48.77 | 55.43 | -88% |
| Returns for 10 years | N/A | 122.58 | - |
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