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ARRBX vs NAESX
ARRBX vs NAESX Comparison
Open Charts ARRBX vs NAESX
Aristotle Small Cap Equity R6
Price$14.41
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets154.86M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
ARRBX vs NAESX Comparison Chart in %
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ARRBX vs. NAESX commentary
Jul 04, 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 ARRBX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. ARRBX (155M). NAESX pays higher dividends than ARRBX: NAESX (1.28) vs ARRBX (0.00). ARRBX was incepted earlier than NAESX: ARRBX (11 years) vs NAESX (65 years). ARRBX (0.86) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. ARRBX (1.00). NAESX has a lower initial minimum investment than ARRBX: NAESX (3000) vs ARRBX (1000000). NAESX annual gain was more profitable for investors over the last year : 11.43 vs. ARRBX (3.89). NAESX return over 5 years is better than : 68.13 vs. ARRBX (44.67).
| ARRBX | NAESX | ARRBX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | -2.318 | 0.719 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 3.89 | 11.43 | 34% |
| Returns for 3 years | 20.33 | 36.86 | 55% |
| Returns for 5 years | 44.67 | 68.13 | 66% |
| Returns for 10 years | 48.70 | 107.36 | 45% |
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