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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+$0.01 (+0.07%)
VolumeN/A
Net Assets138.22M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. AIBBX (138M). NAESX pays higher dividends than AIBBX: NAESX (1.21) vs AIBBX (0.37). 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 : 7.55 vs. AIBBX (-4.46). NAESX return over 5 years is better than : 36.08 vs. AIBBX (9.49).
| 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 | -3.532 | 9.616 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 163B | 0% |
| Annual Yield % from dividends | 0.37 | 1.21 | 31% |
| Returns for 1 year | -4.46 | 7.55 | -59% |
| Returns for 3 years | 11.07 | 45.02 | 25% |
| Returns for 5 years | 9.49 | 36.08 | 26% |
| Returns for 10 years | 54.75 | 141.47 | 39% |
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