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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.26
Change-$0.10 (-1.20%)
VolumeN/A
Net Assets28.92M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
ARIHX vs NAESX Comparison Chart in %
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ARIHX vs. NAESX commentary
Sep 15, 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 ARIHX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. ARIHX (28.9M). NAESX pays higher dividends than ARIHX: NAESX (1.20) vs ARIHX (0.37). ARIHX was incepted earlier than NAESX: ARIHX (11 years) vs NAESX (65 years). ARIHX (0.96) is less costly to investors than NAESX (0.17). ARIHX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). 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 : 13.21 vs. ARIHX (-2.43). NAESX return over 5 years is better than : 70.59 vs. ARIHX (-30.05).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | 1.225 | 6.442 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 161B | 0% |
| Annual Yield % from dividends | 0.37 | 1.20 | 31% |
| Returns for 1 year | -2.43 | 13.21 | -18% |
| Returns for 3 years | -43.31 | 35.98 | -120% |
| Returns for 5 years | -30.05 | 70.59 | -43% |
| Returns for 10 years | -17.76 | 131.44 | -14% |
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