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ARIHX vs VSCPX
ARIHX vs VSCPX Comparison
Open Charts ARIHX vs VSCPX
Aristotle Small/Mid Cap Equity I
Price$8.43
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets41.45M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
ARIHX vs VSCPX Comparison Chart
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ARIHX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. ARIHX (41.5M). VSCPX pays higher dividends than ARIHX: VSCPX (1.44) vs ARIHX (1.05). ARIHX was incepted earlier than VSCPX: ARIHX (10 years) vs VSCPX (14 years). ARIHX is a more actively managed with annual turnover of: 34.00 vs. VSCPX (12.00). ARIHX has a lower initial minimum investment than VSCPX: ARIHX (500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. ARIHX (11.84). VSCPX return over 5 years is better than : 49.02 vs. ARIHX (-40.30).
| ARIHX | VSCPX | ARIHX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 3.064 | 3.376 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 155B | 0% |
| Annual Yield % from dividends | 1.05 | 1.44 | 73% |
| Returns for 1 year | 11.84 | 21.27 | 56% |
| Returns for 3 years | -51.05 | 17.26 | -296% |
| Returns for 5 years | -40.30 | 49.02 | -82% |
| Returns for 10 years | -11.94 | 127.24 | -9% |