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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.02
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets139.85M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Aug 17, 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 AIBBX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. AIBBX (140M). NAESX pays higher dividends than AIBBX: NAESX (1.25) vs AIBBX (0.40). AIBBX was incepted earlier than NAESX: AIBBX (10 years) vs NAESX (65 years). AIBBX (0.91) is less costly to investors than NAESX (0.17). AIBBX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). AIBBX has a lower initial minimum investment than NAESX: AIBBX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. AIBBX (-1.78). NAESX return over 5 years is better than : 57.53 vs. AIBBX (28.02).
| AIBBX | NAESX | AIBBX / NAESX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -3.532 | 2.494 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 154B | 0% |
| Annual Yield % from dividends | 0.40 | 1.25 | 32% |
| Returns for 1 year | -1.78 | 9.15 | -19% |
| Returns for 3 years | 0.01 | 20.39 | 0% |
| Returns for 5 years | 28.02 | 57.53 | 49% |
| Returns for 10 years | N/A | 112.59 | - |
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