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AISBX vs VSMAX
AISBX vs VSMAX Comparison
Open Charts AISBX vs VSMAX
Aristotle Small Cap Eq C
Price$13.70
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets144.06M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
AISBX vs VSMAX Comparison Chart in %
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AISBX vs. VSMAX 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 AISBX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. AISBX (144M). VSMAX pays higher dividends than AISBX: VSMAX (1.40) vs AISBX (0.00). AISBX was incepted earlier than VSMAX: AISBX (9 years) vs VSMAX (25 years). AISBX (1.91) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. AISBX (1.00). AISBX has a lower initial minimum investment than VSMAX: AISBX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. AISBX (3.32). VSMAX return over 5 years is better than : 69.54 vs. AISBX (31.48).
| AISBX | VSMAX | AISBX / VSMAX | |
| Total Expense Ratio | 1.91 | 0.05 | 3,820% |
| Annual Report Gross Expense Ratio | 1.91 | 0.05 | 3,820% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -2.352 | 1.447 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 3.32 | 12.25 | 27% |
| Returns for 3 years | 17.09 | 37.95 | 45% |
| Returns for 5 years | 31.48 | 69.54 | 45% |
| Returns for 10 years | N/A | 109.34 | - |
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