AATIX
Price
$19.17
Change
+$0.04 (+0.21%)
Updated
Nov 12 closing price
Net Assets
216.93M
VSCPX
Price
$354.02
Change
+$0.54 (+0.15%)
Updated
Nov 12 closing price
Net Assets
161.58B
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AATIX vs VSCPX

Header iconAATIX vs VSCPX Comparison
Open Charts AATIX vs VSCPXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$19.17
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets216.93M
Vanguard Small Cap Index InstlPlus
Price$354.02
Change+$0.54 (+0.15%)
VolumeN/A
Net Assets161.58B
AATIX vs VSCPX Comparison Chart in %
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AATIX vs. VSCPX commentary
Nov 14, 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 VSCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. AATIX (217M). 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 : 1.46 vs. AATIX (-9.12). VSCPX return over 5 years is better than : 48.44 vs. AATIX (24.51).
AATIXVSCPXAATIX / VSCPX
Total Expense Ratio1.220.034,067%
Annual Report Gross Expense Ratio1.220.034,067%
Fund Existence13 years15 years-
Gain YTD1.8066.77127%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets217M162B0%
Annual Yield % from dividends0.171.3613%
Returns for 1 year-9.121.46-626%
Returns for 3 years26.1233.2878%
Returns for 5 years24.5148.4451%
Returns for 10 years65.97138.3948%
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