AATSX
Price
$19.63
Change
+$0.16 (+0.82%)
Updated
Jul 3 closing price
Net Assets
205.66M
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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AATSX vs VSIIX

Header iconAATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIXBanner 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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AATSX vs VSIIX Comparison Chart in %
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VS
AATSX vs. VSIIX 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 VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AATSX (206M). VSIIX pays higher dividends than AATSX: VSIIX (2.12) vs AATSX (0.38). AATSX was incepted earlier than VSIIX: AATSX (10 years) vs VSIIX (26 years). AATSX (1.21) is less costly to investors than VSIIX (0.06). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSIIX (16.00). AATSX has a lower initial minimum investment than VSIIX: AATSX (1500000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. AATSX (6.62). VSIIX return over 5 years is better than : 94.15 vs. AATSX (53.85).
AATSXVSIIXAATSX / VSIIX
Total Expense Ratio1.010.061,683%
Annual Report Gross Expense Ratio1.210.062,017%
Fund Existence10 years26 years-
Gain YTD0.8222.04040%
Front LoadN/AN/A-
Min. Initial Investment1500000500000030%
Min. Initial Investment IRAN/AN/A-
Net Assets206M54B0%
Annual Yield % from dividends0.382.1218%
Returns for 1 year6.6211.6957%
Returns for 3 years39.0534.90112%
Returns for 5 years53.8594.1557%
Returns for 10 years50.2296.6052%
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