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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$19.53
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets213.46M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
AATSX vs NAESX Comparison Chart in %
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AATSX vs. NAESX 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 AATSX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AATSX (213M). NAESX pays higher dividends than AATSX: NAESX (1.22) vs AATSX (0.37). AATSX was incepted earlier than NAESX: AATSX (10 years) vs NAESX (65 years). AATSX (1.21) is less costly to investors than NAESX (0.17). AATSX is a more actively managed with annual turnover of: 83.19 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AATSX: NAESX (3000) vs AATSX (1500000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. AATSX (-9.29). NAESX return over 5 years is better than : 48.22 vs. AATSX (24.83).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 0.308 | 6.726 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 162B | 0% |
| Annual Yield % from dividends | 0.37 | 1.22 | 30% |
| Returns for 1 year | -9.29 | 1.42 | -653% |
| Returns for 3 years | 27.08 | 33.14 | 82% |
| Returns for 5 years | 24.83 | 48.22 | 52% |
| Returns for 10 years | 67.00 | 137.58 | 49% |
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