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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$8.12
Change-$0.28 (-3.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. ARIHX (42M). 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 : 13.00 vs. ARIHX (11.01). VSMAX return over 5 years is better than : 47.01 vs. ARIHX (-38.04).
| 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 | 9.079 | 13.252 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 167B | 0% |
| Annual Yield % from dividends | 1.05 | 1.42 | 74% |
| Returns for 1 year | 11.01 | 13.00 | 85% |
| Returns for 3 years | -51.05 | 11.09 | -460% |
| Returns for 5 years | -38.04 | 47.01 | -81% |
| Returns for 10 years | N/A | 115.86 | - |