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ARAHX vs NAESX
ARAHX vs NAESX Comparison
Open Charts ARAHX vs NAESX
Aristotle Small/Mid Cap Equity A
Price$5.98
Change+$0.08 (+1.36%)
VolumeN/A
Net Assets31.41M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
ARAHX vs NAESX Comparison Chart
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ARAHX vs. NAESX commentary
Apr 12, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. ARAHX (31.4M). NAESX pays higher dividends than ARAHX: NAESX (1.39) vs ARAHX (0.16). 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 (12.00). 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 : -7.81 vs. ARAHX (-12.84). NAESX return over 5 years is better than : 63.69 vs. ARAHX (-42.30).
| 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 | -14.616 | -15.507 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 143B | 0% |
| Annual Yield % from dividends | 0.16 | 1.39 | 12% |
| Returns for 1 year | -12.84 | -7.81 | 164% |
| Returns for 3 years | -61.14 | -0.30 | 20,688% |
| Returns for 5 years | -42.30 | 63.69 | -66% |
| Returns for 10 years | N/A | 70.97 | - |
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