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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$8.00
Change-$0.19 (-2.32%)
VolumeN/A
Net Assets37.64M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
ARIHX vs VSMAX Comparison Chart
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VS
ARIHX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. ARIHX (37.6M). VSMAX pays higher dividends than ARIHX: VSMAX (1.42) vs ARIHX (1.05). ARIHX was incepted earlier than VSMAX: ARIHX (10 years) vs VSMAX (24 years). ARIHX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). 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 : 11.25 vs. ARIHX (2.45). VSMAX return over 5 years is better than : 44.48 vs. ARIHX (-42.04).
| ARIHX | VSMAX | ARIHX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -1.961 | -0.304 | 645% |
| 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 | 1.42 | 74% |
| Returns for 1 year | 2.45 | 11.25 | 22% |
| Returns for 3 years | -50.94 | 18.86 | -270% |
| Returns for 5 years | -42.04 | 44.48 | -95% |
| Returns for 10 years | -21.41 | 105.78 | -20% |
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