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AATSX vs VSIAX
AATSX vs VSIAX Comparison
Open Charts AATSX vs VSIAX
Ancora/Thelen Small-Mid Cap S
Price$20.42
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets218.87M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
AATSX vs VSIAX Comparison Chart in %
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AATSX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. AATSX (219M). VSIAX pays higher dividends than AATSX: VSIAX (1.97) vs AATSX (0.36). 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 : 10.22 vs. AATSX (4.46). VSIAX return over 5 years is better than : 86.42 vs. AATSX (47.01).
| AATSX | VSIAX | AATSX / VSIAX | |
| Total Expense Ratio | 1.01 | 0.07 | 1,443% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 4.879 | 6.707 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 59.2B | 0% |
| Annual Yield % from dividends | 0.36 | 1.97 | 18% |
| Returns for 1 year | 4.46 | 10.22 | 44% |
| Returns for 3 years | 41.59 | 36.67 | 113% |
| Returns for 5 years | 47.01 | 86.42 | 54% |
| Returns for 10 years | 69.32 | 117.84 | 59% |
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