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AIHHX vs NAESX
AIHHX vs NAESX Comparison
Open Charts AIHHX vs NAESX
Aristotle Small/Mid Cap Equity I-2
Price$7.11
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets29.61M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
AIHHX vs NAESX Comparison Chart in %
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AIHHX vs. NAESX commentary
Jul 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 AIHHX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AIHHX (29.6M). NAESX pays higher dividends than AIHHX: NAESX (1.28) vs AIHHX (0.30). 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 : 8.46 vs. AIHHX (-4.13). NAESX return over 5 years is better than : 66.66 vs. AIHHX (-39.21).
| 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 | -0.140 | 2.781 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 153B | 0% |
| Annual Yield % from dividends | 0.30 | 1.28 | 24% |
| Returns for 1 year | -4.13 | 8.46 | -49% |
| Returns for 3 years | -47.84 | 34.15 | -140% |
| Returns for 5 years | -39.21 | 66.66 | -59% |
| Returns for 10 years | N/A | 114.71 | - |
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