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ARRBX vs VSMAX
ARRBX vs VSMAX Comparison
Open Charts ARRBX vs VSMAX
Aristotle Small Cap Equity R6
Price$12.34
Change-$0.60 (-4.64%)
VolumeN/A
Net Assets154.86M
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
ARRBX vs VSMAX Comparison Chart
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ARRBX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. ARRBX (155M). VSMAX pays higher dividends than ARRBX: VSMAX (1.52) vs ARRBX (0.00). ARRBX was incepted earlier than VSMAX: ARRBX (10 years) vs VSMAX (24 years). ARRBX (0.86) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 12.00 vs. ARRBX (1.00). VSMAX has a lower initial minimum investment than ARRBX: VSMAX (3000) vs ARRBX (1000000). VSMAX (-9.20) and ARRBX (-9.49) have marching annual gain over last year. VSMAX return over 5 years is better than : 91.73 vs. ARRBX (69.16).
| ARRBX | VSMAX | ARRBX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -15.883 | -16.385 | 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 | 1.52 | - |
| Returns for 1 year | -9.49 | -9.20 | 103% |
| Returns for 3 years | -13.16 | -3.49 | 378% |
| Returns for 5 years | 69.16 | 91.73 | 75% |
| Returns for 10 years | 28.65 | 70.74 | 41% |
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