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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$7.92
Change+$0.08 (+1.02%)
VolumeN/A
Net Assets30.13M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. ARIHX (30.1M). NAESX pays higher dividends than ARIHX: NAESX (1.35) vs ARIHX (0.39). 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 (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 : 5.13 vs. ARIHX (-4.01). NAESX return over 5 years is better than : 52.20 vs. ARIHX (-36.90).
| 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 | -3.922 | -4.086 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 148B | 0% |
| Annual Yield % from dividends | 0.39 | 1.35 | 29% |
| Returns for 1 year | -4.01 | 5.13 | -78% |
| Returns for 3 years | -51.07 | 16.63 | -307% |
| Returns for 5 years | -36.90 | 52.20 | -71% |
| Returns for 10 years | -24.42 | 96.08 | -25% |