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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$20.64
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets222.44M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
AATSX vs NAESX Comparison Chart in %
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AATSX vs. NAESX commentary
Dec 27, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. AATSX (222M). NAESX pays higher dividends than AATSX: NAESX (1.21) vs AATSX (0.37). AATSX was incepted earlier than NAESX: AATSX (11 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 : 8.22 vs. AATSX (-1.58). NAESX return over 5 years is better than : 36.35 vs. AATSX (18.42).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | 6.061 | 9.833 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 163B | 0% |
| Annual Yield % from dividends | 0.37 | 1.21 | 30% |
| Returns for 1 year | -1.58 | 8.22 | -19% |
| Returns for 3 years | 39.09 | 44.83 | 87% |
| Returns for 5 years | 18.42 | 36.35 | 51% |
| Returns for 10 years | 72.47 | 143.16 | 51% |
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