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AATIX vs VSCPX
AATIX vs VSCPX Comparison
Open Charts AATIX vs VSCPX
Ancora/Thelen Small-Mid Cap I
Price$19.10
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets214.99M
Vanguard Small Cap Index InstlPlus
Price$350.16
Change-$0.09 (-0.03%)
VolumeN/A
Net Assets162.36B
AATIX vs VSCPX Comparison Chart in %
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AATIX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. AATIX (215M). VSCPX pays higher dividends than AATIX: VSCPX (1.36) vs AATIX (0.17). AATIX was incepted earlier than VSCPX: AATIX (13 years) vs VSCPX (15 years). AATIX (1.22) is less costly to investors than VSCPX (0.03). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSCPX (13.00). AATIX has a lower initial minimum investment than VSCPX: AATIX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 4.95 vs. AATIX (-5.75). VSCPX return over 5 years is better than : 55.49 vs. AATIX (32.61).
| AATIX | VSCPX | AATIX / VSCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.434 | 5.606 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.36 | 12% |
| Returns for 1 year | -5.75 | 4.95 | -116% |
| Returns for 3 years | 38.94 | 42.04 | 93% |
| Returns for 5 years | 32.61 | 55.49 | 59% |
| Returns for 10 years | 59.19 | 130.96 | 45% |
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