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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.02
Change-$0.04 (-0.50%)
VolumeN/A
Net Assets28.92M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
ARIHX vs NAESX Comparison Chart in %
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ARIHX vs. NAESX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. ARIHX (28.9M). NAESX pays higher dividends than ARIHX: NAESX (1.25) vs ARIHX (0.39). 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 : 9.15 vs. ARIHX (-5.49). NAESX return over 5 years is better than : 57.53 vs. ARIHX (-35.09).
| 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 | -1.716 | 2.494 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 154B | 0% |
| Annual Yield % from dividends | 0.39 | 1.25 | 31% |
| Returns for 1 year | -5.49 | 9.15 | -60% |
| Returns for 3 years | -49.23 | 20.39 | -241% |
| Returns for 5 years | -35.09 | 57.53 | -61% |
| Returns for 10 years | -24.10 | 112.59 | -21% |
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