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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$9.05
Change-$0.11 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX commentary
Nov 18, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. ARIHX (43.9M). 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 : 30.28 vs. ARIHX (-9.58). VSMAX return over 5 years is better than : 55.62 vs. ARIHX (-32.39).
| 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 | 15.729 | 15.803 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 151B | 0% |
| Annual Yield % from dividends | 1.05 | 1.42 | 74% |
| Returns for 1 year | -9.58 | 30.28 | -32% |
| Returns for 3 years | -52.65 | 4.74 | -1,111% |
| Returns for 5 years | -32.39 | 55.62 | -58% |
| Returns for 10 years | N/A | 123.30 | - |