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AIBBX vs VSMAX
AIBBX vs VSMAX Comparison
Open Charts AIBBX vs VSMAX
Aristotle Small Cap Equity I-2
Price$15.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets144.2M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AIBBX vs VSMAX Comparison Chart in %
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AIBBX vs. VSMAX commentary
Sep 08, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AIBBX (144M). VSMAX pays higher dividends than AIBBX: VSMAX (1.31) vs AIBBX (0.38). AIBBX was incepted earlier than VSMAX: AIBBX (10 years) vs VSMAX (25 years). AIBBX (0.91) is less costly to investors than VSMAX (0.05). AIBBX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). AIBBX has a lower initial minimum investment than VSMAX: AIBBX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. AIBBX (1.42). VSMAX return over 5 years is better than : 66.80 vs. AIBBX (38.81).
| AIBBX | VSMAX | AIBBX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -0.257 | 6.527 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 161B | 0% |
| Annual Yield % from dividends | 0.38 | 1.31 | 29% |
| Returns for 1 year | 1.42 | 13.64 | 10% |
| Returns for 3 years | 15.35 | 39.35 | 39% |
| Returns for 5 years | 38.81 | 66.80 | 58% |
| Returns for 10 years | N/A | 132.90 | - |
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