Ad is loading...
AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$20.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AATIX vs NAESX Comparison Chart
Loading...
AATIX vs. NAESX commentary
Sep 20, 2024
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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. AATIX (191M). NAESX pays higher dividends than AATIX: NAESX (1.31) vs AATIX (0.86). AATIX was incepted earlier than NAESX: AATIX (12 years) vs NAESX (64 years). AATIX is a more actively managed with annual turnover of: 85.30 vs. NAESX (12.00). NAESX has a lower initial minimum investment than AATIX: NAESX (3000) vs AATIX (5000). AATIX annual gain was more profitable for investors over the last year : 25.49 vs. NAESX (20.72). NAESX return over 5 years is better than : 51.64 vs. AATIX (37.43).
| AATIX | NAESX | AATIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 14.795 | 9.695 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 149B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 65% |
| Returns for 1 year | 25.49 | 20.72 | 123% |
| Returns for 3 years | -4.19 | 5.63 | -74% |
| Returns for 5 years | 37.43 | 51.64 | 72% |
| Returns for 10 years | 50.50 | 113.34 | 45% |