Interact to see
Advertisement
Advertisement
AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$27.75
Change+$0.29 (+1.06%)
VolumeN/A
Net Assets566.22M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AILLX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AILLX vs. VTSMX commentary
Jul 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AILLX (566M). VTSMX pays higher dividends than AILLX: VTSMX (1.12) vs AILLX (0.10). AILLX was incepted earlier than VTSMX: AILLX (8 years) vs VTSMX (33 years). AILLX (0.65) is less costly to investors than VTSMX (0.14). AILLX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). AILLX has a lower initial minimum investment than VTSMX: AILLX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. AILLX (12.24). VTSMX (95.59) and AILLX (92.69) have equivalent 5 years return.
| AILLX | VTSMX | AILLX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 8.696 | 6.421 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.12 | 9% |
| Returns for 1 year | 12.24 | 13.89 | 88% |
| Returns for 3 years | 65.51 | 62.08 | 106% |
| Returns for 5 years | 92.69 | 95.59 | 97% |
| Returns for 10 years | N/A | 198.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement