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AATSX vs VISVX
AATSX vs VISVX Comparison
Open Charts AATSX vs VISVX
Ancora/Thelen Small-Mid Cap S
Price$20.74
Change+$0.23 (+1.12%)
VolumeN/A
Net Assets223.58M
Vanguard Small Cap Value Index I
Price$52.29
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
AATSX vs VISVX Comparison Chart in %
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AATSX vs. VISVX commentary
Dec 13, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. AATSX (224M). VISVX pays higher dividends than AATSX: VISVX (1.86) vs AATSX (0.37). AATSX was incepted earlier than VISVX: AATSX (10 years) vs VISVX (28 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 : 3.65 vs. AATSX (-6.73). VISVX return over 5 years is better than : 58.60 vs. AATSX (22.71).
| AATSX | VISVX | AATSX / VISVX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 6.523 | 10.394 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 59.6B | 0% |
| Annual Yield % from dividends | 0.37 | 1.86 | 20% |
| Returns for 1 year | -6.73 | 3.65 | -184% |
| Returns for 3 years | 36.44 | 35.10 | 104% |
| Returns for 5 years | 22.71 | 58.60 | 39% |
| Returns for 10 years | 81.21 | 132.80 | 61% |
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