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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.15
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets29.61M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
ARIHX vs NAESX Comparison Chart in %
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ARIHX vs. NAESX commentary
Jul 27, 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 ARIHX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. ARIHX (29.6M). NAESX pays higher dividends than ARIHX: NAESX (1.28) vs ARIHX (0.38). ARIHX was incepted earlier than NAESX: ARIHX (11 years) vs NAESX (65 years). ARIHX (0.98) is less costly to investors than NAESX (0.17). ARIHX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than ARIHX: NAESX (3000) vs ARIHX (500000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. ARIHX (-4.07). NAESX return over 5 years is better than : 66.66 vs. ARIHX (-30.35).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | -0.123 | 2.781 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 153B | 0% |
| Annual Yield % from dividends | 0.38 | 1.28 | 30% |
| Returns for 1 year | -4.07 | 8.46 | -48% |
| Returns for 3 years | -43.84 | 34.15 | -128% |
| Returns for 5 years | -30.35 | 66.66 | -46% |
| Returns for 10 years | -21.87 | 114.71 | -19% |
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