AATIX
Price
$18.96
Change
+$0.14 (+0.74%)
Updated
Jul 3 closing price
Net Assets
205.66M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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AATIX vs VSIAX

Header iconAATIX vs VSIAX Comparison
Open Charts AATIX vs VSIAXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$18.96
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets205.66M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
AATIX vs VSIAX Comparison Chart in %
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VS
AATIX vs. VSIAX 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 VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. AATIX (206M). VSIAX pays higher dividends than AATIX: VSIAX (2.11) vs AATIX (0.18). AATIX was incepted earlier than VSIAX: AATIX (13 years) vs VSIAX (14 years). AATIX (1.22) is less costly to investors than VSIAX (0.07). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AATIX: VSIAX (3000) vs AATIX (5000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. AATIX (6.11). VSIAX return over 5 years is better than : 94.16 vs. AATIX (50.76).
AATIXVSIAXAATIX / VSIAX
Total Expense Ratio1.220.071,743%
Annual Report Gross Expense Ratio1.220.071,743%
Fund Existence13 years14 years-
Gain YTD0.6902.04434%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets206M54B0%
Annual Yield % from dividends0.182.119%
Returns for 1 year6.1111.6752%
Returns for 3 years37.7334.88108%
Returns for 5 years50.7694.1654%
Returns for 10 years44.6396.5346%
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