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AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$19.62
Change+$0.26 (+1.34%)
VolumeN/A
Net Assets219.39M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
AATIX vs NAESX Comparison Chart in %
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AATIX vs. NAESX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AATIX (219M). NAESX pays higher dividends than AATIX: NAESX (1.20) 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 : 8.00 vs. AATIX (-0.33). NAESX return over 5 years is better than : 71.48 vs. AATIX (47.70).
| 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 | 4.195 | 6.199 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.20 | 14% |
| Returns for 1 year | -0.33 | 8.00 | -4% |
| Returns for 3 years | 50.98 | 50.66 | 101% |
| Returns for 5 years | 47.70 | 71.48 | 67% |
| Returns for 10 years | 75.50 | 148.14 | 51% |
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