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AISBX vs VSMAX
AISBX vs VSMAX Comparison
Open Charts AISBX vs VSMAX
Aristotle Small Cap Eq C
Price$13.90
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets144.2M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AISBX vs VSMAX Comparison Chart in %
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VS
AISBX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AISBX (144M). VSMAX pays higher dividends than AISBX: VSMAX (1.31) vs AISBX (0.00). AISBX was incepted earlier than VSMAX: AISBX (10 years) vs VSMAX (25 years). AISBX (1.91) is less costly to investors than VSMAX (0.05). AISBX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). 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 : 13.64 vs. AISBX (0.36). VSMAX return over 5 years is better than : 66.80 vs. AISBX (26.48).
| 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 | 10 years | 25 years | - |
| Gain YTD | -0.927 | 6.527 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 0.36 | 13.64 | 3% |
| Returns for 3 years | 19.01 | 39.35 | 48% |
| Returns for 5 years | 26.48 | 66.80 | 40% |
| Returns for 10 years | N/A | 132.90 | - |
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