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AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.28
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets144.06M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AIBBX vs NAESX Comparison Chart in %
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AIBBX vs. NAESX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AIBBX (144M). NAESX pays higher dividends than AIBBX: NAESX (1.28) 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). NAESX is a more actively managed with annual turnover of: 13.00 vs. AIBBX (1.00). 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 : 12.22 vs. AIBBX (4.34). NAESX return over 5 years is better than : 69.32 vs. AIBBX (43.43).
| 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 | -1.863 | 1.432 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 148B | 0% |
| Annual Yield % from dividends | 0.39 | 1.28 | 31% |
| Returns for 1 year | 4.34 | 12.22 | 35% |
| Returns for 3 years | 15.53 | 37.83 | 41% |
| Returns for 5 years | 43.43 | 69.32 | 63% |
| Returns for 10 years | N/A | 108.83 | - |
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