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AIQQX vs VTSMX
AIQQX vs VTSMX Comparison
Open Charts AIQQX vs VTSMX
Aristotle Value Equity I-2
Price$23.03
Change-$0.23 (-0.99%)
VolumeN/A
Net Assets515.01M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
AIQQX vs VTSMX Comparison Chart in %
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AIQQX vs. VTSMX commentary
Nov 14, 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 AIQQX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AIQQX (515M). AIQQX pays higher dividends than VTSMX: AIQQX (1.43) vs VTSMX (1.02). AIQQX was incepted earlier than VTSMX: AIQQX (9 years) vs VTSMX (34 years). AIQQX (0.70) is less costly to investors than VTSMX (0.14). AIQQX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). AIQQX has a lower initial minimum investment than VTSMX: AIQQX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. AIQQX (1.11). VTSMX return over 5 years is better than : 83.98 vs. AIQQX (51.44).
| AIQQX | VTSMX | AIQQX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 9.147 | 15.972 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 2.05T | 0% |
| Annual Yield % from dividends | 1.43 | 1.02 | 141% |
| Returns for 1 year | 1.11 | 13.42 | 8% |
| Returns for 3 years | 32.64 | 68.22 | 48% |
| Returns for 5 years | 51.44 | 83.98 | 61% |
| Returns for 10 years | N/A | 235.40 | - |
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