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ARAHX vs NAESX
ARAHX vs NAESX Comparison
Open Charts ARAHX vs NAESX
Aristotle Small/Mid Cap Equity A
Price$6.93
Change+$0.04 (+0.58%)
VolumeN/A
Net Assets30.28M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
ARAHX vs NAESX Comparison Chart in %
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ARAHX vs. NAESX commentary
Jul 05, 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: 148B vs. ARAHX (30.3M). NAESX pays higher dividends than ARAHX: NAESX (1.28) vs ARAHX (0.15). 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: 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 : 12.22 vs. ARAHX (1.04). NAESX return over 5 years is better than : 69.32 vs. ARAHX (-39.55).
| 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 | 0.289 | 1.432 | 20% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.28 | 12% |
| Returns for 1 year | 1.04 | 12.22 | 8% |
| Returns for 3 years | -47.17 | 37.83 | -125% |
| Returns for 5 years | -39.55 | 69.32 | -57% |
| Returns for 10 years | N/A | 108.83 | - |
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