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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.09
Change-$0.19 (-1.24%)
VolumeN/A
Net Assets141.08M
Vanguard Small Cap Index I
Price$121.34
Change-$1.58 (-1.29%)
VolumeN/A
Net Assets162.36B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Oct 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AIBBX (141M). NAESX pays higher dividends than AIBBX: NAESX (1.23) vs AIBBX (0.38). 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 : 4.82 vs. AIBBX (-5.33). NAESX return over 5 years is better than : 55.32 vs. AIBBX (28.18).
| 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 | -3.083 | 5.604 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 162B | 0% |
| Annual Yield % from dividends | 0.38 | 1.23 | 31% |
| Returns for 1 year | -5.33 | 4.82 | -111% |
| Returns for 3 years | 12.50 | 43.99 | 28% |
| Returns for 5 years | 28.18 | 55.32 | 51% |
| Returns for 10 years | N/A | 130.22 | - |
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