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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$5.90
Change-$0.05 (-0.84%)
VolumeN/A
Net Assets29.31M
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
AISHX vs NAESX Comparison Chart in %
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AISHX vs. NAESX commentary
Jul 20, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AISHX (29.3M). NAESX pays higher dividends than AISHX: NAESX (1.28) vs AISHX (0.00). AISHX was incepted earlier than NAESX: AISHX (10 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: 17.00 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 : 6.91 vs. AISHX (-6.50). NAESX return over 5 years is better than : 64.74 vs. AISHX (-48.23).
| 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 | 10 years | 65 years | - |
| Gain YTD | -2.318 | 1.354 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -6.50 | 6.91 | -94% |
| Returns for 3 years | -54.27 | 32.93 | -165% |
| Returns for 5 years | -48.23 | 64.74 | -75% |
| Returns for 10 years | N/A | 108.20 | - |
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