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AATIX vs VISVX
AATIX vs VISVX Comparison
Open Charts AATIX vs VISVX
Ancora/Thelen Small-Mid Cap I
Price$18.96
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets205.66M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AATIX vs VISVX Comparison Chart in %
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AATIX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. AATIX (206M). VISVX pays higher dividends than AATIX: VISVX (1.99) vs AATIX (0.18). AATIX was incepted earlier than VISVX: AATIX (13 years) vs VISVX (27 years). AATIX (1.22) is less costly to investors than VISVX (0.19). AATIX is a more actively managed with annual turnover of: 83.19 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AATIX: VISVX (3000) vs AATIX (5000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. AATIX (6.11). VISVX return over 5 years is better than : 94.00 vs. AATIX (50.76).
| AATIX | VISVX | AATIX / VISVX | |
| Total Expense Ratio | 1.22 | 0.19 | 642% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 0.690 | 2.024 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 54B | 0% |
| Annual Yield % from dividends | 0.18 | 1.99 | 9% |
| Returns for 1 year | 6.11 | 11.64 | 52% |
| Returns for 3 years | 37.73 | 34.76 | 109% |
| Returns for 5 years | 50.76 | 94.00 | 54% |
| Returns for 10 years | 44.63 | 96.11 | 46% |
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