AATIX
Price
$19.16
Change
-$0.11 (-0.57%)
Updated
Jul 28 closing price
Net Assets
209.33M
VISVX
Price
$48.53
Change
-$0.24 (-0.49%)
Updated
Jul 28 closing price
Net Assets
55.61B
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AATIX vs VISVX

Header iconAATIX vs VISVX Comparison
Open Charts AATIX vs VISVXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$19.16
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets209.33M
Vanguard Small Cap Value Index I
Price$48.53
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets55.61B
AATIX vs VISVX Comparison Chart in %
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AATIX vs. VISVX commentary
Jul 29, 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 StrongBuy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. AATIX (209M). 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 : 3.35 vs. AATIX (-1.47). VISVX return over 5 years is better than : 83.60 vs. AATIX (45.10).
AATIXVISVXAATIX / VISVX
Total Expense Ratio1.220.19642%
Annual Report Gross Expense Ratio1.220.19642%
Fund Existence13 years27 years-
Gain YTD1.7532.36274%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets209M55.6B0%
Annual Yield % from dividends0.181.999%
Returns for 1 year-1.473.35-44%
Returns for 3 years29.8524.89120%
Returns for 5 years45.1083.6054%
Returns for 10 years47.6998.4548%
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