Interact to see
Advertisement
Advertisement
AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$20.42
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets218.87M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AATSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AATSX vs. NAESX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AATSX (219M). NAESX pays higher dividends than AATSX: NAESX (1.20) vs AATSX (0.36). 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 : 13.62 vs. AATSX (4.46). NAESX return over 5 years is better than : 66.60 vs. AATSX (47.01).
| 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 | 4.879 | 6.494 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 161B | 0% |
| Annual Yield % from dividends | 0.36 | 1.20 | 30% |
| Returns for 1 year | 4.46 | 13.62 | 33% |
| Returns for 3 years | 41.59 | 39.23 | 106% |
| Returns for 5 years | 47.01 | 66.60 | 71% |
| Returns for 10 years | 69.32 | 132.36 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement