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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.00
Change-$0.03 (-0.43%)
VolumeN/A
Net Assets28.92M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. AIHHX (28.9M). NAESX pays higher dividends than AIHHX: NAESX (1.25) vs AIHHX (0.31). AIHHX was incepted earlier than NAESX: AIHHX (10 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: 17.00 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 : 9.15 vs. AIHHX (-5.49). NAESX return over 5 years is better than : 57.53 vs. AIHHX (-43.33).
| AIHHX | NAESX | AIHHX / NAESX | |
| Total Expense Ratio | 1.02 | 0.17 | 600% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -1.685 | 2.494 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 154B | 0% |
| Annual Yield % from dividends | 0.31 | 1.25 | 25% |
| Returns for 1 year | -5.49 | 9.15 | -60% |
| Returns for 3 years | -52.83 | 20.39 | -259% |
| Returns for 5 years | -43.33 | 57.53 | -75% |
| Returns for 10 years | N/A | 112.59 | - |
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