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AIBBX vs DFSTX
AIBBX vs DFSTX Comparison
Open Charts AIBBX vs DFSTX
Aristotle Small Cap Equity I-2
Price$15.58
Change+$0.35 (+2.30%)
VolumeN/A
Net Assets121.4M
AIBBX vs DFSTX Comparison Chart in %
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AIBBX vs. DFSTX commentary
Feb 04, 2026
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 AIBBX is a Buy and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. AIBBX (121M). DFSTX pays higher dividends than AIBBX: DFSTX (1.02) vs AIBBX (0.26). AIBBX was incepted earlier than DFSTX: AIBBX (10 years) vs DFSTX (34 years). AIBBX (0.91) is less costly to investors than DFSTX (0.28). AIBBX is a more actively managed with annual turnover of: 15.00 vs. DFSTX (5.00). AIBBX (0) and DFSTX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. AIBBX (-0.23). DFSTX return over 5 years is better than : 38.07 vs. AIBBX (5.73).
| AIBBX | DFSTX | AIBBX / DFSTX | |
| Total Expense Ratio | 0.90 | 0.27 | 333% |
| Annual Report Gross Expense Ratio | 0.91 | 0.28 | 325% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 6.131 | 6.752 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 18.1B | 1% |
| Annual Yield % from dividends | 0.26 | 1.02 | 25% |
| Returns for 1 year | -0.23 | 13.21 | -2% |
| Returns for 3 years | 5.07 | 33.64 | 15% |
| Returns for 5 years | 5.73 | 38.07 | 15% |
| Returns for 10 years | 85.56 | 131.31 | 65% |
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