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AILLX vs VSMPX
AILLX vs VSMPX Comparison
Open Charts AILLX vs VSMPX
Aristotle Core Equity I-2
Price$26.28
Change-$0.21 (-0.79%)
VolumeN/A
Net Assets538.51M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
AILLX vs VSMPX Comparison Chart
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AILLX vs. VSMPX 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 AILLX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. AILLX (539M). VSMPX pays higher dividends than AILLX: VSMPX (1.29) vs AILLX (0.11). AILLX was incepted earlier than VSMPX: AILLX (8 years) vs VSMPX (10 years). AILLX (0.65) is less costly to investors than VSMPX (0.02). AILLX is a more actively managed with annual turnover of: 3.00 vs. VSMPX (2.00). AILLX has a lower initial minimum investment than VSMPX: AILLX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. AILLX (7.78). VSMPX (91.46) and AILLX (88.38) have equivalent 5 years return.
| AILLX | VSMPX | AILLX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.938 | 1.374 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.29 | 8% |
| Returns for 1 year | 7.78 | 10.08 | 77% |
| Returns for 3 years | 60.33 | 57.66 | 105% |
| Returns for 5 years | 88.38 | 91.46 | 97% |
| Returns for 10 years | N/A | 170.67 | - |
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