AATSX
Price
$19.63
Change
+$0.16 (+0.82%)
Updated
Jul 3 closing price
Net Assets
205.66M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
Interact to see
Advertisement

AATSX vs VISVX

Header iconAATSX vs VISVX Comparison
Open Charts AATSX vs VISVXBanner chart's image
Ancora/Thelen Small-Mid Cap S
Price$19.63
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets205.66M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AATSX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AATSX vs. VISVX commentary
Jul 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 VISVX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. AATSX (206M). VISVX pays higher dividends than AATSX: VISVX (1.99) vs AATSX (0.38). AATSX was incepted earlier than VISVX: AATSX (10 years) vs VISVX (27 years). AATSX (1.21) is less costly to investors than VISVX (0.19). AATSX is a more actively managed with annual turnover of: 83.19 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AATSX: VISVX (3000) vs AATSX (1500000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. AATSX (6.62). VISVX return over 5 years is better than : 94.00 vs. AATSX (53.85).
AATSXVISVXAATSX / VISVX
Total Expense Ratio1.010.19532%
Annual Report Gross Expense Ratio1.210.19637%
Fund Existence10 years27 years-
Gain YTD0.8222.02441%
Front LoadN/AN/A-
Min. Initial Investment1500000300050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets206M54B0%
Annual Yield % from dividends0.381.9919%
Returns for 1 year6.6211.6457%
Returns for 3 years39.0534.76112%
Returns for 5 years53.8594.0057%
Returns for 10 years50.2296.1152%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BLKC24.790.31
+1.27%
Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF
DUBS34.150.36
+1.08%
Aptus Large Cap Enhanced Yield ETF
IVV628.174.75
+0.76%
iShares Core S&P 500 ETF
MLPR61.030.13
+0.21%
ETRACS Qrtly Py 1.5X Lvgd Aln MLP ETN
LDUR95.30-0.12
-0.13%
PIMCO Enhanced Low Duration Active ETF