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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.18
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets28.3M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
ARIHX vs NAESX Comparison Chart in %
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ARIHX vs. NAESX commentary
Oct 21, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. ARIHX (28.3M). NAESX pays higher dividends than ARIHX: NAESX (1.23) vs ARIHX (0.37). ARIHX was incepted earlier than NAESX: ARIHX (11 years) vs NAESX (65 years). ARIHX (0.96) 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 : 4.92 vs. ARIHX (-9.45). NAESX return over 5 years is better than : 55.28 vs. ARIHX (-35.93).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | 0.245 | 5.577 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 162B | 0% |
| Annual Yield % from dividends | 0.37 | 1.23 | 30% |
| Returns for 1 year | -9.45 | 4.92 | -192% |
| Returns for 3 years | -41.17 | 41.91 | -98% |
| Returns for 5 years | -35.93 | 55.28 | -65% |
| Returns for 10 years | -17.68 | 130.16 | -14% |
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