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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.15
Change+$0.04 (+0.56%)
VolumeN/A
Net Assets30.28M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Jul 07, 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 AIHHX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AIHHX (30.3M). NAESX pays higher dividends than AIHHX: NAESX (1.28) vs AIHHX (0.30). AIHHX was incepted earlier than NAESX: AIHHX (9 years) vs NAESX (65 years). AIHHX (1.02) is less costly to investors than NAESX (0.17). AIHHX is a more actively managed with annual turnover of: 151.00 vs. NAESX (13.00). AIHHX has a lower initial minimum investment than NAESX: AIHHX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. AIHHX (1.31). NAESX return over 5 years is better than : 69.32 vs. AIHHX (-37.83).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 0.421 | 1.432 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 148B | 0% |
| Annual Yield % from dividends | 0.30 | 1.28 | 24% |
| Returns for 1 year | 1.31 | 12.22 | 11% |
| Returns for 3 years | -45.95 | 37.83 | -121% |
| Returns for 5 years | -37.83 | 69.32 | -55% |
| Returns for 10 years | N/A | 108.83 | - |