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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$8.30
Change+$0.13 (+1.59%)
VolumeN/A
Net Assets29.27M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
ARIHX vs VSMAX Comparison Chart in %
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ARIHX vs. VSMAX commentary
Sep 08, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. ARIHX (29.3M). VSMAX pays higher dividends than ARIHX: VSMAX (1.31) vs ARIHX (0.37). ARIHX was incepted earlier than VSMAX: ARIHX (11 years) vs VSMAX (25 years). ARIHX (0.96) is less costly to investors than VSMAX (0.05). ARIHX is a more actively managed with annual turnover of: 17.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than ARIHX: VSMAX (3000) vs ARIHX (500000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. ARIHX (-2.42). VSMAX return over 5 years is better than : 66.80 vs. ARIHX (-31.47).
| ARIHX | VSMAX | ARIHX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.716 | 6.527 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 161B | 0% |
| Annual Yield % from dividends | 0.37 | 1.31 | 28% |
| Returns for 1 year | -2.42 | 13.64 | -18% |
| Returns for 3 years | -41.58 | 39.35 | -106% |
| Returns for 5 years | -31.47 | 66.80 | -47% |
| Returns for 10 years | -17.12 | 132.90 | -13% |
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