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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$8.43
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets41.45M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. ARIHX (41.5M). 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 : 21.26 vs. ARIHX (11.84). VSMAX return over 5 years is better than : 48.99 vs. ARIHX (-40.30).
| 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 | 3.064 | 3.369 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 155B | 0% |
| Annual Yield % from dividends | 1.05 | 1.42 | 74% |
| Returns for 1 year | 11.84 | 21.26 | 56% |
| Returns for 3 years | -51.05 | 17.25 | -296% |
| Returns for 5 years | -40.30 | 48.99 | -82% |
| Returns for 10 years | -11.94 | 127.10 | -9% |