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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$7.92
Change+$0.08 (+1.02%)
VolumeN/A
Net Assets30.13M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. ARIHX (30.1M). VSMAX pays higher dividends than ARIHX: VSMAX (1.48) vs ARIHX (0.39). ARIHX was incepted earlier than VSMAX: ARIHX (10 years) vs VSMAX (25 years). ARIHX (0.98) is less costly to investors than VSMAX (0.05). ARIHX is a more actively managed with annual turnover of: 151.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than ARIHX: VSMAX (3000) vs ARIHX (500000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. ARIHX (-4.01). VSMAX return over 5 years is better than : 52.39 vs. ARIHX (-36.90).
| ARIHX | VSMAX | ARIHX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.922 | -4.060 | 97% |
| 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 | 1.48 | 27% |
| Returns for 1 year | -4.01 | 5.16 | -78% |
| Returns for 3 years | -51.07 | 16.71 | -306% |
| Returns for 5 years | -36.90 | 52.39 | -70% |
| Returns for 10 years | -24.42 | 96.62 | -25% |
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