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AISHX vs VSMAX
AISHX vs VSMAX Comparison
Open Charts AISHX vs VSMAX
Aristotle Small/Mid Cap Equity C
Price$6.21
Change-$0.10 (-1.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VS
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AISHX vs VSMAX Comparison Chart
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AISHX vs. VSMAX commentary
Sep 07, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. AISHX (42.5M). VSMAX pays higher dividends than AISHX: VSMAX (1.42) vs AISHX (0.69). AISHX was incepted earlier than VSMAX: AISHX (9 years) vs VSMAX (24 years). AISHX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). AISHX has a lower initial minimum investment than VSMAX: AISHX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 14.27 vs. AISHX (-25.11). VSMAX return over 5 years is better than : 48.98 vs. AISHX (-48.82).
| AISHX | VSMAX | AISHX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.107 | 5.987 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5M | 149B | 0% |
| Annual Yield % from dividends | 0.69 | 1.42 | 49% |
| Returns for 1 year | -25.11 | 14.27 | -176% |
| Returns for 3 years | -63.41 | -0.35 | 18,022% |
| Returns for 5 years | -48.82 | 48.98 | -100% |
| Returns for 10 years | N/A | 103.49 | - |
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