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ARAHX vs NAESX
ARAHX vs NAESX Comparison
Open Charts ARAHX vs NAESX
Aristotle Small/Mid Cap Equity A
Price$6.78
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets29.05M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
ARAHX vs NAESX Comparison Chart in %
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ARAHX vs. NAESX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. ARAHX (29.1M). NAESX pays higher dividends than ARAHX: NAESX (1.25) vs ARAHX (0.16). ARAHX was incepted earlier than NAESX: ARAHX (10 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: 17.00 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 : 9.55 vs. ARAHX (-5.39). NAESX return over 5 years is better than : 58.12 vs. ARAHX (-44.68).
| ARAHX | NAESX | ARAHX / NAESX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -1.447 | 2.876 | -50% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1M | 154B | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | -5.39 | 9.55 | -56% |
| Returns for 3 years | -53.70 | 20.84 | -258% |
| Returns for 5 years | -44.68 | 58.12 | -77% |
| Returns for 10 years | N/A | 113.38 | - |
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