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ARAHX vs NAESX
ARAHX vs NAESX Comparison
Open Charts ARAHX vs NAESX
Aristotle Small/Mid Cap Equity A
Price$6.54
Change-$0.14 (-2.10%)
VolumeN/A
Net Assets30.82M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
ARAHX vs NAESX Comparison Chart
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ARAHX vs. NAESX commentary
May 22, 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 ARAHX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. ARAHX (30.8M). NAESX pays higher dividends than ARAHX: NAESX (1.43) vs ARAHX (0.17). ARAHX was incepted earlier than NAESX: ARAHX (9 years) vs NAESX (65 years). ARAHX (1.27) is less costly to investors than NAESX (0.17). ARAHX is a more actively managed with annual turnover of: 151.00 vs. NAESX (13.00). ARAHX has a lower initial minimum investment than NAESX: ARAHX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. ARAHX (-4.96). NAESX return over 5 years is better than : 72.06 vs. ARAHX (-39.56).
| ARAHX | NAESX | ARAHX / NAESX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -3.329 | -2.877 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 140B | 0% |
| Annual Yield % from dividends | 0.17 | 1.43 | 12% |
| Returns for 1 year | -4.96 | 3.90 | -127% |
| Returns for 3 years | -51.40 | 27.11 | -190% |
| Returns for 5 years | -39.56 | 72.06 | -55% |
| Returns for 10 years | N/A | 96.13 | - |
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