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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$19.53
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets213.46M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
AATSX vs VSMAX Comparison Chart in %
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AATSX vs. VSMAX commentary
Nov 14, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AATSX (213M). VSMAX pays higher dividends than AATSX: VSMAX (1.34) vs AATSX (0.37). AATSX was incepted earlier than VSMAX: AATSX (10 years) vs VSMAX (25 years). AATSX (1.21) is less costly to investors than VSMAX (0.05). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than AATSX: VSMAX (3000) vs AATSX (1500000). VSMAX annual gain was more profitable for investors over the last year : 1.45 vs. AATSX (-9.29). VSMAX return over 5 years is better than : 48.41 vs. AATSX (24.83).
| AATSX | VSMAX | AATSX / VSMAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.308 | 6.757 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 162B | 0% |
| Annual Yield % from dividends | 0.37 | 1.34 | 28% |
| Returns for 1 year | -9.29 | 1.45 | -640% |
| Returns for 3 years | 27.08 | 33.26 | 81% |
| Returns for 5 years | 24.83 | 48.41 | 51% |
| Returns for 10 years | 67.00 | 138.28 | 48% |
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