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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$6.27
Change+$0.07 (+1.13%)
VolumeN/A
Net Assets39.72M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
AISHX vs NAESX Comparison Chart
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AISHX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. AISHX (39.7M). 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 : 20.30 vs. AISHX (9.73). NAESX return over 5 years is better than : 55.79 vs. AISHX (-52.85).
| 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 | 2.649 | 3.621 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 155B | 0% |
| Annual Yield % from dividends | 0.69 | 1.31 | 53% |
| Returns for 1 year | 9.73 | 20.30 | 48% |
| Returns for 3 years | -58.66 | 20.81 | -282% |
| Returns for 5 years | -52.85 | 55.79 | -95% |
| Returns for 10 years | N/A | 124.23 | - |
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