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ARIHX vs VSMAX
ARIHX vs VSMAX Comparison
Open Charts ARIHX vs VSMAX
Aristotle Small/Mid Cap Equity I
Price$8.15
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets29.61M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
ARIHX vs VSMAX Comparison Chart in %
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ARIHX vs. VSMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. ARIHX (29.6M). VSMAX pays higher dividends than ARIHX: VSMAX (1.40) vs ARIHX (0.38). ARIHX was incepted earlier than VSMAX: ARIHX (11 years) vs VSMAX (25 years). ARIHX (0.98) 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 : 8.49 vs. ARIHX (-4.07). VSMAX return over 5 years is better than : 66.87 vs. ARIHX (-30.35).
| ARIHX | VSMAX | ARIHX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -0.123 | 2.804 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 153B | 0% |
| Annual Yield % from dividends | 0.38 | 1.40 | 27% |
| Returns for 1 year | -4.07 | 8.49 | -48% |
| Returns for 3 years | -43.84 | 34.27 | -128% |
| Returns for 5 years | -30.35 | 66.87 | -45% |
| Returns for 10 years | -21.87 | 115.21 | -19% |