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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$6.83
Change-$0.10 (-1.44%)
VolumeN/A
Net Assets29.97M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
AIHHX vs NAESX Comparison Chart
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AIHHX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AIHHX (30M). NAESX pays higher dividends than AIHHX: NAESX (1.35) vs AIHHX (0.31). 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 : 5.19 vs. AIHHX (-3.36). NAESX return over 5 years is better than : 63.19 vs. AIHHX (-40.05).
| 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 | -4.073 | -4.390 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 148B | 0% |
| Annual Yield % from dividends | 0.31 | 1.35 | 23% |
| Returns for 1 year | -3.36 | 5.19 | -65% |
| Returns for 3 years | -48.83 | 31.28 | -156% |
| Returns for 5 years | -40.05 | 63.19 | -63% |
| Returns for 10 years | N/A | 92.88 | - |
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