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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$9.07
Change+$0.03 (+0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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VS
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ARIHX vs VSMAX Comparison Chart
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ARIHX vs. VSMAX commentary
Oct 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. ARIHX (45.1M). 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 : 28.45 vs. ARIHX (-10.42). VSMAX return over 5 years is better than : 59.55 vs. ARIHX (-30.20).
| 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 | 14.322 | 13.909 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 152B | 0% |
| Annual Yield % from dividends | 1.05 | 1.42 | 74% |
| Returns for 1 year | -10.42 | 28.45 | -37% |
| Returns for 3 years | -50.89 | 8.07 | -630% |
| Returns for 5 years | -30.20 | 59.55 | -51% |
| Returns for 10 years | N/A | 137.97 | - |
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