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AATIX vs FSSNX
AATIX vs FSSNX Comparison
Open Charts AATIX vs FSSNX
Ancora/Thelen Small-Mid Cap I
Price$19.82
Change+$0.23 (+1.17%)
VolumeN/A
Net Assets201.13M
Fidelity Small Cap Index
Price$28.65
Change+$0.30 (+1.06%)
VolumeN/A
Net Assets27.09B
AATIX vs FSSNX Comparison Chart
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AATIX vs. FSSNX commentary
Jan 31, 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: 27.1B vs. AATIX (201M). FSSNX pays higher dividends than AATIX: FSSNX (1.36) vs AATIX (0.86). AATIX was incepted earlier than FSSNX: AATIX (12 years) vs FSSNX (13 years). AATIX is a more actively managed with annual turnover of: 85.30 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 : 19.01 vs. AATIX (17.76). FSSNX return over 5 years is better than : 47.92 vs. AATIX (32.19).
| AATIX | FSSNX | AATIX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 5.258 | 2.421 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 27.1B | 1% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | 17.76 | 19.01 | 93% |
| Returns for 3 years | 19.51 | 18.12 | 108% |
| Returns for 5 years | 32.19 | 47.92 | 67% |
| Returns for 10 years | 57.39 | 89.51 | 64% |