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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$20.00
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets227.15M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
AATSX vs NAESX Comparison Chart in %
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AATSX vs. NAESX 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 AATSX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AATSX (227M). NAESX pays higher dividends than AATSX: NAESX (1.16) vs AATSX (0.36). 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 : 10.68 vs. AATSX (0.17). NAESX return over 5 years is better than : 31.77 vs. AATSX (7.22).
| 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 | 6.838 | 5.519 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.16 | 31% |
| Returns for 1 year | 0.17 | 10.68 | 2% |
| Returns for 3 years | 22.24 | 33.00 | 67% |
| Returns for 5 years | 7.22 | 31.77 | 23% |
| Returns for 10 years | 91.61 | 185.98 | 49% |
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