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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.58
Change+$0.35 (+2.30%)
VolumeN/A
Net Assets121.4M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX 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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AIBBX (121M). NAESX pays higher dividends than AIBBX: NAESX (1.16) vs AIBBX (0.26). 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 : 10.68 vs. AIBBX (-0.23). NAESX return over 5 years is better than : 31.77 vs. AIBBX (5.73).
| AIBBX | NAESX | AIBBX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 6.131 | 5.519 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.16 | 22% |
| Returns for 1 year | -0.23 | 10.68 | -2% |
| Returns for 3 years | 5.07 | 33.00 | 15% |
| Returns for 5 years | 5.73 | 31.77 | 18% |
| Returns for 10 years | 85.56 | 185.98 | 46% |
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