Ad is loading...
ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$9.07
Change+$0.03 (+0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ARIHX vs NAESX Comparison Chart
Loading...
ARIHX vs. NAESX commentary
Oct 18, 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 ARIHX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. ARIHX (45.1M). NAESX pays higher dividends than ARIHX: NAESX (1.31) vs ARIHX (1.05). ARIHX was incepted earlier than NAESX: ARIHX (10 years) vs NAESX (64 years). ARIHX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than ARIHX: NAESX (3000) vs ARIHX (500000). NAESX annual gain was more profitable for investors over the last year : 28.41 vs. ARIHX (-10.42). NAESX return over 5 years is better than : 59.36 vs. ARIHX (-30.20).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 14.322 | 13.884 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 152B | 0% |
| Annual Yield % from dividends | 1.05 | 1.31 | 80% |
| Returns for 1 year | -10.42 | 28.41 | -37% |
| Returns for 3 years | -50.89 | 8.01 | -636% |
| Returns for 5 years | -30.20 | 59.36 | -51% |
| Returns for 10 years | N/A | 137.19 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers