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AATIX vs FTHFX
AATIX vs FTHFX Comparison
Open Charts AATIX vs FTHFX
Ancora/Thelen Small-Mid Cap I
Price$16.04
Change-$0.62 (-3.72%)
VolumeN/A
Net Assets180.02M
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
AATIX vs FTHFX Comparison Chart
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AATIX vs. FTHFX 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 FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.41B vs. AATIX (180M). FTHFX pays higher dividends than AATIX: FTHFX (0.82) vs AATIX (0.19). AATIX was incepted earlier than FTHFX: AATIX (12 years) vs FTHFX (14 years). AATIX (1.24) is less costly to investors than FTHFX (0.63). AATIX is a more actively managed with annual turnover of: 83.19 vs. FTHFX (41.00). AATIX has a lower initial minimum investment than FTHFX: AATIX (5000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -7.51 vs. AATIX (-9.20). FTHFX return over 5 years is better than : 92.14 vs. AATIX (46.68).
| AATIX | FTHFX | AATIX / FTHFX | |
| Total Expense Ratio | 1.24 | 0.63 | 197% |
| Annual Report Gross Expense Ratio | 1.24 | 0.63 | 197% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -11.524 | -9.687 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 9.41B | 2% |
| Annual Yield % from dividends | 0.19 | 0.82 | 23% |
| Returns for 1 year | -9.20 | -7.51 | 122% |
| Returns for 3 years | 5.55 | 23.93 | 23% |
| Returns for 5 years | 46.68 | 92.14 | 51% |
| Returns for 10 years | 22.97 | 81.25 | 28% |
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