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ARIHX vs NAESX
ARIHX vs NAESX Comparison
Open Charts ARIHX vs NAESX
Aristotle Small/Mid Cap Equity I
Price$8.20
Change+$0.05 (+0.61%)
VolumeN/A
Net Assets30.28M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
ARIHX vs NAESX Comparison Chart in %
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ARIHX vs. NAESX commentary
Jul 06, 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: 148B vs. ARIHX (30.3M). 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: 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 : 12.22 vs. ARIHX (1.39). NAESX return over 5 years is better than : 69.32 vs. ARIHX (-28.73).
| 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 | 0.490 | 1.432 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 148B | 0% |
| Annual Yield % from dividends | 0.38 | 1.28 | 30% |
| Returns for 1 year | 1.39 | 12.22 | 11% |
| Returns for 3 years | -41.76 | 37.83 | -110% |
| Returns for 5 years | -28.73 | 69.32 | -41% |
| Returns for 10 years | -21.75 | 108.83 | -20% |