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AISHX vs NAESX
AISHX vs NAESX Comparison
Open Charts AISHX vs NAESX
Aristotle Small/Mid Cap Equity C
Price$6.09
Change+$0.10 (+1.67%)
VolumeN/A
Net Assets29.27M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AISHX vs NAESX Comparison Chart in %
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AISHX vs. NAESX 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 AISHX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AISHX (29.3M). NAESX pays higher dividends than AISHX: NAESX (1.20) 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 : 13.62 vs. AISHX (-3.33). NAESX return over 5 years is better than : 66.60 vs. AISHX (-48.06).
| 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 | 0.993 | 6.494 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.33 | 13.62 | -24% |
| Returns for 3 years | -51.79 | 39.23 | -132% |
| Returns for 5 years | -48.06 | 66.60 | -72% |
| Returns for 10 years | N/A | 132.36 | - |
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