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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$20.65
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets222.44M
Vanguard Small Cap Index Admiral Shares
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
AATSX vs VSMAX Comparison Chart in %
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AATSX vs. VSMAX commentary
Dec 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. AATSX (222M). VSMAX pays higher dividends than AATSX: VSMAX (1.32) vs AATSX (0.37). AATSX was incepted earlier than VSMAX: AATSX (11 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 : 8.23 vs. AATSX (-1.58). VSMAX return over 5 years is better than : 36.49 vs. AATSX (18.42).
| 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 | 11 years | 25 years | - |
| Gain YTD | 6.061 | 9.847 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 163B | 0% |
| Annual Yield % from dividends | 0.37 | 1.32 | 28% |
| Returns for 1 year | -1.58 | 8.23 | -19% |
| Returns for 3 years | 39.09 | 44.94 | 87% |
| Returns for 5 years | 18.42 | 36.49 | 50% |
| Returns for 10 years | 72.47 | 143.87 | 50% |
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