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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$5.32
Change-$0.72 (-11.92%)
VolumeN/A
Net Assets23.02M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
AISHX vs NAESX Comparison Chart in %
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AISHX vs. NAESX commentary
Feb 04, 2026
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 AISHX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AISHX (23M). NAESX pays higher dividends than AISHX: NAESX (1.16) vs AISHX (0.00). AISHX was incepted earlier than NAESX: AISHX (10 years) vs NAESX (65 years). AISHX (2.01) is less costly to investors than NAESX (0.17). AISHX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). AISHX has a lower initial minimum investment than NAESX: AISHX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. AISHX (-13.36). NAESX return over 5 years is better than : 31.77 vs. AISHX (-66.29).
| AISHX | NAESX | AISHX / NAESX | |
| Total Expense Ratio | 2.01 | 0.17 | 1,182% |
| Annual Report Gross Expense Ratio | 2.01 | 0.17 | 1,182% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 6.188 | 5.519 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -13.36 | 10.68 | -125% |
| Returns for 3 years | -41.68 | 33.00 | -126% |
| Returns for 5 years | -66.29 | 31.77 | -209% |
| Returns for 10 years | -40.25 | 185.98 | -22% |
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