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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$20.04
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets216.41M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
AATSX vs VSMAX Comparison Chart in %
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AATSX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AATSX (216M). VSMAX pays higher dividends than AATSX: VSMAX (1.31) vs AATSX (0.36). 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 : 6.99 vs. AATSX (-0.67). VSMAX return over 5 years is better than : 70.07 vs. AATSX (48.55).
| 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 | 2.928 | 5.214 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 161B | 0% |
| Annual Yield % from dividends | 0.36 | 1.31 | 27% |
| Returns for 1 year | -0.67 | 6.99 | -10% |
| Returns for 3 years | 49.47 | 49.36 | 100% |
| Returns for 5 years | 48.55 | 70.07 | 69% |
| Returns for 10 years | 78.85 | 146.54 | 54% |
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