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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$20.00
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets227.15M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
AATSX vs VSMAX Comparison Chart in %
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AATSX vs. VSMAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AATSX (227M). VSMAX pays higher dividends than AATSX: VSMAX (1.27) vs AATSX (0.36). 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 : 10.71 vs. AATSX (0.17). VSMAX return over 5 years is better than : 31.93 vs. AATSX (7.22).
| 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 | 6.838 | 5.535 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.27 | 28% |
| Returns for 1 year | 0.17 | 10.71 | 2% |
| Returns for 3 years | 22.24 | 33.11 | 67% |
| Returns for 5 years | 7.22 | 31.93 | 23% |
| Returns for 10 years | 91.61 | 186.87 | 49% |
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