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AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$16.04
Change-$0.62 (-3.72%)
VolumeN/A
Net Assets180.02M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
AATIX vs NAESX Comparison Chart
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AATIX vs. NAESX 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AATIX (180M). NAESX pays higher dividends than AATIX: NAESX (1.39) vs AATIX (0.19). AATIX was incepted earlier than NAESX: AATIX (12 years) vs NAESX (65 years). AATIX (1.24) is less costly to investors than NAESX (0.17). AATIX is a more actively managed with annual turnover of: 83.19 vs. NAESX (12.00). NAESX has a lower initial minimum investment than AATIX: NAESX (3000) vs AATIX (5000). NAESX annual gain was more profitable for investors over the last year : -3.54 vs. AATIX (-9.20). NAESX return over 5 years is better than : 71.00 vs. AATIX (46.68).
| AATIX | NAESX | AATIX / NAESX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -11.524 | -11.734 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 143B | 0% |
| Annual Yield % from dividends | 0.19 | 1.39 | 13% |
| Returns for 1 year | -9.20 | -3.54 | 260% |
| Returns for 3 years | 5.55 | 4.24 | 131% |
| Returns for 5 years | 46.68 | 71.00 | 66% |
| Returns for 10 years | 22.97 | 78.67 | 29% |
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