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AATIX vs VISVX
AATIX vs VISVX Comparison
Open Charts AATIX vs VISVX
Ancora/Thelen Small-Mid Cap I
Price$17.91
Change-$0.37 (-2.02%)
VolumeN/A
Net Assets193.57M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
AATIX vs VISVX Comparison Chart
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AATIX vs. VISVX commentary
Jun 16, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. AATIX (194M). VISVX pays higher dividends than AATIX: VISVX (2.11) vs AATIX (0.18). AATIX was incepted earlier than VISVX: AATIX (12 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 : 3.80 vs. AATIX (-0.55). VISVX return over 5 years is better than : 80.48 vs. AATIX (42.41).
| AATIX | VISVX | AATIX / VISVX | |
| Total Expense Ratio | 1.22 | 0.19 | 642% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -4.886 | -4.331 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 54B | 0% |
| Annual Yield % from dividends | 0.18 | 2.11 | 9% |
| Returns for 1 year | -0.55 | 3.80 | -14% |
| Returns for 3 years | 29.17 | 26.12 | 112% |
| Returns for 5 years | 42.41 | 80.48 | 53% |
| Returns for 10 years | 34.22 | 80.06 | 43% |
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