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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.12
Change-$0.28 (-3.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. ARIHX (42M). 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 : 19.54 vs. ARIHX (11.01). NAESX return over 5 years is better than : 53.79 vs. ARIHX (-38.04).
| 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 | 9.079 | 17.994 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 167B | 0% |
| Annual Yield % from dividends | 1.05 | 1.31 | 80% |
| Returns for 1 year | 11.01 | 19.54 | 56% |
| Returns for 3 years | -51.05 | 15.71 | -325% |
| Returns for 5 years | -38.04 | 53.79 | -71% |
| Returns for 10 years | N/A | 124.30 | - |
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