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AATIX vs FSSNX
AATIX vs FSSNX Comparison
Open Charts AATIX vs FSSNX
Ancora/Thelen Small-Mid Cap I
Price$16.04
Change-$0.62 (-3.72%)
VolumeN/A
Net Assets180.02M
Fidelity Small Cap Index
Price$22.82
Change-$1.02 (-4.28%)
VolumeN/A
Net Assets24.17B
AATIX vs FSSNX Comparison Chart
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AATIX vs. FSSNX commentary
Apr 11, 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 AATIX is a Hold and FSSNX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. AATIX (180M). FSSNX pays higher dividends than AATIX: FSSNX (1.13) vs AATIX (0.19). AATIX was incepted earlier than FSSNX: AATIX (12 years) vs FSSNX (14 years). AATIX (1.24) is less costly to investors than FSSNX (0.03). AATIX is a more actively managed with annual turnover of: 83.19 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than AATIX: FSSNX (0) vs AATIX (5000). FSSNX annual gain was more profitable for investors over the last year : -4.26 vs. AATIX (-9.20). FSSNX return over 5 years is better than : 60.41 vs. AATIX (46.68).
| AATIX | FSSNX | AATIX / FSSNX | |
| Total Expense Ratio | 1.24 | 0.03 | 4,960% |
| Annual Report Gross Expense Ratio | 1.24 | 0.03 | 4,960% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -11.524 | -13.873 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 24.2B | 1% |
| Annual Yield % from dividends | 0.19 | 1.13 | 17% |
| Returns for 1 year | -9.20 | -4.26 | 216% |
| Returns for 3 years | 5.55 | 1.44 | 385% |
| Returns for 5 years | 46.68 | 60.41 | 77% |
| Returns for 10 years | 22.97 | 47.57 | 48% |