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ARRBX vs NAESX
ARRBX vs NAESX Comparison
Open Charts ARRBX vs NAESX
Aristotle Small Cap Equity R6
Price$12.34
Change-$0.60 (-4.64%)
VolumeN/A
Net Assets154.86M
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
ARRBX vs NAESX Comparison Chart
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ARRBX vs. NAESX commentary
Apr 06, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. ARRBX (155M). NAESX pays higher dividends than ARRBX: NAESX (1.39) vs ARRBX (0.00). ARRBX was incepted earlier than NAESX: ARRBX (10 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: 12.00 vs. ARRBX (1.00). NAESX has a lower initial minimum investment than ARRBX: NAESX (3000) vs ARRBX (1000000). NAESX (-9.21) and ARRBX (-9.49) have marching annual gain over last year. NAESX return over 5 years is better than : 91.51 vs. ARRBX (69.16).
| ARRBX | NAESX | ARRBX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -15.883 | -16.384 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -9.49 | -9.21 | 103% |
| Returns for 3 years | -13.16 | -3.54 | 371% |
| Returns for 5 years | 69.16 | 91.51 | 76% |
| Returns for 10 years | 28.65 | 70.29 | 41% |