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AILLX vs VTSMX
AILLX vs VTSMX Comparison
Open Charts AILLX vs VTSMX
Aristotle Core Equity I-2
Price$28.15
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets564.72M
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
AILLX vs VTSMX Comparison Chart in %
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AILLX vs. VTSMX commentary
Jul 29, 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: 1.91T vs. AILLX (565M). 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: 26.00 vs. VTSMX (2.00). AILLX has a lower initial minimum investment than VTSMX: AILLX (0) vs VTSMX (3000). AILLX (16.74) and VTSMX (16.38) have marching annual gain over last year. VTSMX (90.61) and AILLX (87.80) 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 | 10.262 | 8.280 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.12 | 9% |
| Returns for 1 year | 16.74 | 16.38 | 102% |
| Returns for 3 years | 55.21 | 52.46 | 105% |
| Returns for 5 years | 87.80 | 90.61 | 97% |
| Returns for 10 years | N/A | 198.96 | - |
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