Interact to see
Advertisement
Advertisement
AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$19.12
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets222.04M
Vanguard Small Cap Index Admiral Shares
Price$130.86
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
AATIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AATIX vs. VSMAX commentary
Jan 16, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AATIX (222M). VSMAX pays higher dividends than AATIX: VSMAX (1.33) vs AATIX (0.26). 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 : 13.01 vs. AATIX (1.05). VSMAX return over 5 years is better than : 35.05 vs. AATIX (5.34).
| 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 | 5.987 | 5.891 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.33 | 19% |
| Returns for 1 year | 1.05 | 13.01 | 8% |
| Returns for 3 years | 26.27 | 40.81 | 64% |
| Returns for 5 years | 5.34 | 35.05 | 15% |
| Returns for 10 years | 80.23 | 185.96 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCBSX | 34.76 | 0.19 | +0.55% |
| Franklin Mutual U.S. Mid Cap Value C | |||
| VIAAX | 45.43 | 0.17 | +0.38% |
| Vanguard Intl Div Apprec Idx Adm | |||
| IRFAX | 9.27 | 0.02 | +0.22% |
| Cohen & Steers International Realty A | |||
| NBSRX | 56.96 | -0.27 | -0.47% |
| Neuberger Quality Equity Inv | |||
| SLGCX | 1.98 | -0.04 | -1.98% |
| Saratoga Large Capitalization Growth C | |||