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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$7.82
Change-$0.13 (-1.64%)
VolumeN/A
Net Assets29.97M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
ARIHX vs NAESX Comparison Chart
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ARIHX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. ARIHX (30M). NAESX pays higher dividends than ARIHX: NAESX (1.35) vs ARIHX (0.39). ARIHX was incepted earlier than NAESX: ARIHX (10 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: 151.00 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 : 5.19 vs. ARIHX (-3.43). NAESX return over 5 years is better than : 63.19 vs. ARIHX (-31.45).
| ARIHX | NAESX | ARIHX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -4.167 | -4.390 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 148B | 0% |
| Annual Yield % from dividends | 0.39 | 1.35 | 29% |
| Returns for 1 year | -3.43 | 5.19 | -66% |
| Returns for 3 years | -44.96 | 31.28 | -144% |
| Returns for 5 years | -31.45 | 63.19 | -50% |
| Returns for 10 years | -25.72 | 92.88 | -28% |
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