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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$20.04
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets216.41M
Vanguard Small Cap Index InstlPlus
Price$349.15
Change-$3.49 (-0.99%)
VolumeN/A
Net Assets161.26B
AATSX vs VSCPX Comparison Chart in %
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AATSX vs. VSCPX commentary
Sep 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. AATSX (216M). VSCPX pays higher dividends than AATSX: VSCPX (1.33) vs AATSX (0.36). AATSX was incepted earlier than VSCPX: AATSX (10 years) vs VSCPX (15 years). AATSX (1.21) is less costly to investors than VSCPX (0.03). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSCPX (13.00). AATSX has a lower initial minimum investment than VSCPX: AATSX (1500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 7.00 vs. AATSX (-0.67). VSCPX return over 5 years is better than : 70.12 vs. AATSX (48.55).
| AATSX | VSCPX | AATSX / VSCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.21 | 0.03 | 4,033% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 2.928 | 5.228 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 161B | 0% |
| Annual Yield % from dividends | 0.36 | 1.33 | 27% |
| Returns for 1 year | -0.67 | 7.00 | -10% |
| Returns for 3 years | 49.47 | 49.41 | 100% |
| Returns for 5 years | 48.55 | 70.12 | 69% |
| Returns for 10 years | 78.85 | 146.67 | 54% |