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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$7.33
Change+$0.12 (+1.66%)
VolumeN/A
Net Assets31.86M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Apr 25, 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: 143B vs. ARIHX (31.9M). NAESX pays higher dividends than ARIHX: NAESX (1.39) vs ARIHX (0.40). ARIHX was incepted earlier than NAESX: ARIHX (10 years) vs NAESX (65 years). ARIHX (0.98) is less costly to investors than NAESX (0.17). ARIHX is a more actively managed with annual turnover of: 151.00 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 : -2.36 vs. ARIHX (-8.83). NAESX return over 5 years is better than : 71.57 vs. ARIHX (-28.39).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -11.642 | -12.247 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 143B | 0% |
| Annual Yield % from dividends | 0.40 | 1.39 | 29% |
| Returns for 1 year | -8.83 | -2.36 | 374% |
| Returns for 3 years | -55.41 | 4.67 | -1,188% |
| Returns for 5 years | -28.39 | 71.57 | -40% |
| Returns for 10 years | -30.04 | 78.60 | -38% |
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