Interact to see
Advertisement
Advertisement
AIBBX vs VSMAX
AIBBX vs VSMAX Comparison
Open Charts AIBBX vs VSMAX
Aristotle Small Cap Equity I-2
Price$15.02
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets138.22M
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
AIBBX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIBBX vs. VSMAX commentary
Dec 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. AIBBX (138M). VSMAX pays higher dividends than AIBBX: VSMAX (1.32) vs AIBBX (0.37). 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 : 7.57 vs. AIBBX (-4.46). VSMAX return over 5 years is better than : 36.24 vs. AIBBX (9.49).
| 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 | -3.532 | 9.638 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 163B | 0% |
| Annual Yield % from dividends | 0.37 | 1.32 | 28% |
| Returns for 1 year | -4.46 | 7.57 | -59% |
| Returns for 3 years | 11.07 | 45.14 | 25% |
| Returns for 5 years | 9.49 | 36.24 | 26% |
| Returns for 10 years | 54.75 | 142.15 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WGISX | 13.48 | 0.03 | +0.22% |
| Wasatch International Select Instl | |||
| CGACX | 12.94 | 0.01 | +0.08% |
| Calvert Global Energy Solutions C | |||
| MVIIX | 19.92 | N/A | N/A |
| Praxis Value Index I | |||
| FEYTX | 31.36 | N/A | N/A |
| Fidelity Advisor Asset Manager 85% M | |||
| QLSCX | 28.99 | -0.12 | -0.41% |
| Federated Hermes MDT Small Cap Core R6 | |||