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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$6.95
Change-$0.35 (-4.79%)
VolumeN/A
Net Assets32.94M
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. ARIHX (32.9M). VSMAX pays higher dividends than ARIHX: VSMAX (1.52) vs ARIHX (0.40). ARIHX was incepted earlier than VSMAX: ARIHX (10 years) vs VSMAX (24 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 (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 : 1.20 vs. ARIHX (-3.92). VSMAX return over 5 years is better than : 115.95 vs. ARIHX (-10.58).
| 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 | 24 years | - |
| Gain YTD | -4.657 | -5.824 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 153B | 0% |
| Annual Yield % from dividends | 0.40 | 1.52 | 26% |
| Returns for 1 year | -3.92 | 1.20 | -325% |
| Returns for 3 years | -54.14 | 6.53 | -829% |
| Returns for 5 years | -10.58 | 115.95 | -9% |
| Returns for 10 years | -24.93 | 91.10 | -27% |