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AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$19.17
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets216.93M
Vanguard Small Cap Index Admiral Shares
Price$122.65
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
AATIX vs VSMAX Comparison Chart in %
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AATIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AATIX (217M). VSMAX pays higher dividends than AATIX: VSMAX (1.34) vs AATIX (0.17). 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 : 1.45 vs. AATIX (-9.12). VSMAX return over 5 years is better than : 48.41 vs. AATIX (24.51).
| 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 | 1.806 | 6.757 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.34 | 13% |
| Returns for 1 year | -9.12 | 1.45 | -628% |
| Returns for 3 years | 26.12 | 33.26 | 79% |
| Returns for 5 years | 24.51 | 48.41 | 51% |
| Returns for 10 years | 65.97 | 138.28 | 48% |
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