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AIBBX vs VSMAX
AIBBX vs VSMAX Comparison
Open Charts AIBBX vs VSMAX
Aristotle Small Cap Equity I-2
Price$15.58
Change+$0.35 (+2.30%)
VolumeN/A
Net Assets121.4M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
AIBBX vs VSMAX Comparison Chart in %
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AIBBX vs. VSMAX commentary
Feb 05, 2026
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: 162B vs. AIBBX (121M). VSMAX pays higher dividends than AIBBX: VSMAX (1.27) vs AIBBX (0.26). 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 : 10.71 vs. AIBBX (-0.23). VSMAX return over 5 years is better than : 31.93 vs. AIBBX (5.73).
| 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 | 6.131 | 5.535 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.27 | 20% |
| Returns for 1 year | -0.23 | 10.71 | -2% |
| Returns for 3 years | 5.07 | 33.11 | 15% |
| Returns for 5 years | 5.73 | 31.93 | 18% |
| Returns for 10 years | 85.56 | 186.87 | 46% |
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