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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.43
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets41.45M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Jan 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. ARIHX (41.5M). 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 : 21.23 vs. ARIHX (11.84). NAESX return over 5 years is better than : 48.81 vs. ARIHX (-40.30).
| 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 | 3.064 | 3.370 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 155B | 0% |
| Annual Yield % from dividends | 1.05 | 1.31 | 80% |
| Returns for 1 year | 11.84 | 21.23 | 56% |
| Returns for 3 years | -51.05 | 17.16 | -298% |
| Returns for 5 years | -40.30 | 48.81 | -83% |
| Returns for 10 years | -11.94 | 126.44 | -9% |
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