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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.00
Change-$0.19 (-2.32%)
VolumeN/A
Net Assets37.64M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. ARIHX (37.6M). 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 : 11.22 vs. ARIHX (2.45). NAESX return over 5 years is better than : 44.30 vs. ARIHX (-42.04).
| 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 | -1.961 | -0.321 | 610% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 161B | 0% |
| Annual Yield % from dividends | 1.05 | 1.31 | 80% |
| Returns for 1 year | 2.45 | 11.22 | 22% |
| Returns for 3 years | -50.94 | 18.76 | -272% |
| Returns for 5 years | -42.04 | 44.30 | -95% |
| Returns for 10 years | -21.41 | 105.17 | -20% |
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