AATSX
Price
$19.63
Change
+$0.16 (+0.82%)
Updated
Jul 3 closing price
Net Assets
205.66M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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AATSX vs VSIAX

Header iconAATSX vs VSIAX Comparison
Open Charts AATSX vs VSIAXBanner 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 Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
AATSX vs VSIAX Comparison Chart in %
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VS
AATSX vs. VSIAX 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 VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. AATSX (206M). VSIAX pays higher dividends than AATSX: VSIAX (2.11) vs AATSX (0.38). AATSX was incepted earlier than VSIAX: AATSX (10 years) vs VSIAX (14 years). AATSX (1.21) is less costly to investors than VSIAX (0.07). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AATSX: VSIAX (3000) vs AATSX (1500000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. AATSX (6.62). VSIAX return over 5 years is better than : 94.16 vs. AATSX (53.85).
AATSXVSIAXAATSX / VSIAX
Total Expense Ratio1.010.071,443%
Annual Report Gross Expense Ratio1.210.071,729%
Fund Existence10 years14 years-
Gain YTD0.8222.04440%
Front LoadN/AN/A-
Min. Initial Investment1500000300050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets206M54B0%
Annual Yield % from dividends0.382.1118%
Returns for 1 year6.6211.6757%
Returns for 3 years39.0534.88112%
Returns for 5 years53.8594.1657%
Returns for 10 years50.2296.5352%
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