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AISBX vs NAESX
AISBX vs NAESX Comparison
Open Charts AISBX vs NAESX
Aristotle Small Cap Eq C
Price$13.45
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets139.85M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AISBX vs NAESX Comparison Chart in %
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AISBX vs. NAESX commentary
Aug 18, 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 AISBX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. AISBX (140M). NAESX pays higher dividends than AISBX: NAESX (1.25) vs AISBX (0.00). AISBX was incepted earlier than NAESX: AISBX (10 years) vs NAESX (65 years). AISBX (1.91) is less costly to investors than NAESX (0.17). AISBX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). AISBX has a lower initial minimum investment than NAESX: AISBX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. AISBX (-2.82). NAESX return over 5 years is better than : 57.53 vs. AISBX (19.98).
| AISBX | NAESX | AISBX / NAESX | |
| Total Expense Ratio | 1.91 | 0.17 | 1,124% |
| Annual Report Gross Expense Ratio | 1.91 | 0.17 | 1,124% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -4.134 | 2.494 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -2.82 | 9.15 | -31% |
| Returns for 3 years | 1.20 | 20.39 | 6% |
| Returns for 5 years | 19.98 | 57.53 | 35% |
| Returns for 10 years | N/A | 112.59 | - |
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