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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$5.83
Change+$0.06 (+1.04%)
VolumeN/A
Net Assets30.13M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
AISHX vs NAESX Comparison Chart
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AISHX vs. NAESX commentary
Jun 07, 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: 148B vs. AISHX (30.1M). NAESX pays higher dividends than AISHX: NAESX (1.35) 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 (13.00). 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 : 5.13 vs. AISHX (-5.10). NAESX return over 5 years is better than : 52.20 vs. AISHX (-52.24).
| 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 | -4.470 | -4.086 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.10 | 5.13 | -99% |
| Returns for 3 years | -59.67 | 16.63 | -359% |
| Returns for 5 years | -52.24 | 52.20 | -100% |
| Returns for 10 years | N/A | 96.08 | - |