Interact to see
Advertisement
Advertisement
AIBBX vs NAESX
AIBBX vs NAESX Comparison
Open Charts AIBBX vs NAESX
Aristotle Small Cap Equity I-2
Price$15.17
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets141.64M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
AIBBX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIBBX vs. NAESX commentary
Jul 27, 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: 153B vs. AIBBX (142M). 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). 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 : 8.46 vs. AIBBX (-2.27). NAESX return over 5 years is better than : 66.66 vs. AIBBX (37.41).
| 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 | -2.569 | 2.781 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 153B | 0% |
| Annual Yield % from dividends | 0.39 | 1.28 | 31% |
| Returns for 1 year | -2.27 | 8.46 | -27% |
| Returns for 3 years | 9.46 | 34.15 | 28% |
| Returns for 5 years | 37.41 | 66.66 | 56% |
| Returns for 10 years | N/A | 114.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement