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AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$19.10
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets214.99M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
AATIX vs NAESX Comparison Chart in %
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AATIX vs. NAESX commentary
Oct 19, 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 AATIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AATIX (215M). NAESX pays higher dividends than AATIX: NAESX (1.23) vs AATIX (0.17). AATIX was incepted earlier than NAESX: AATIX (13 years) vs NAESX (65 years). AATIX (1.22) is less costly to investors than NAESX (0.17). AATIX is a more actively managed with annual turnover of: 83.19 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AATIX: NAESX (3000) vs AATIX (5000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. AATIX (-5.75). NAESX return over 5 years is better than : 55.28 vs. AATIX (32.61).
| AATIX | NAESX | AATIX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 1.434 | 5.577 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.23 | 14% |
| Returns for 1 year | -5.75 | 4.92 | -117% |
| Returns for 3 years | 38.94 | 41.91 | 93% |
| Returns for 5 years | 32.61 | 55.28 | 59% |
| Returns for 10 years | 59.19 | 130.16 | 45% |
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