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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.11
Change-$0.22 (-1.44%)
VolumeN/A
Net Assets140.09M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Nov 14, 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: 162B vs. AIBBX (140M). NAESX pays higher dividends than AIBBX: NAESX (1.22) vs AIBBX (0.39). 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 : 1.42 vs. AIBBX (-6.91). NAESX return over 5 years is better than : 48.22 vs. AIBBX (22.01).
| 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 | -1.541 | 6.726 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 162B | 0% |
| Annual Yield % from dividends | 0.39 | 1.22 | 32% |
| Returns for 1 year | -6.91 | 1.42 | -485% |
| Returns for 3 years | 4.20 | 33.14 | 13% |
| Returns for 5 years | 22.01 | 48.22 | 46% |
| Returns for 10 years | 58.43 | 137.58 | 42% |
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