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AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$19.46
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets230.72M
Vanguard Small Cap Index Admiral Shares
Price$130.46
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
AATIX vs VSMAX Comparison Chart in %
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AATIX vs. VSMAX commentary
Feb 05, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AATIX (231M). VSMAX pays higher dividends than AATIX: VSMAX (1.27) vs AATIX (0.25). AATIX was incepted earlier than VSMAX: AATIX (13 years) vs VSMAX (25 years). AATIX (1.22) is less costly to investors than VSMAX (0.05). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than AATIX: VSMAX (3000) vs AATIX (5000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. AATIX (-0.32). VSMAX return over 5 years is better than : 31.93 vs. AATIX (4.91).
| AATIX | VSMAX | AATIX / VSMAX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 6.818 | 5.535 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 162B | 0% |
| Annual Yield % from dividends | 0.25 | 1.27 | 19% |
| Returns for 1 year | -0.32 | 10.71 | -3% |
| Returns for 3 years | 20.81 | 33.11 | 63% |
| Returns for 5 years | 4.91 | 31.93 | 15% |
| Returns for 10 years | 84.35 | 186.87 | 45% |
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