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AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$17.64
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets189.6M
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
AATIX vs NAESX Comparison Chart
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AATIX vs. NAESX commentary
May 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. AATIX (190M). NAESX pays higher dividends than AATIX: NAESX (1.43) vs AATIX (0.20). 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 (13.00). 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 : 0.38 vs. AATIX (-6.11). NAESX return over 5 years is better than : 67.70 vs. AATIX (49.03).
| 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 | -6.373 | -6.963 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 140B | 0% |
| Annual Yield % from dividends | 0.20 | 1.43 | 14% |
| Returns for 1 year | -6.11 | 0.38 | -1,599% |
| Returns for 3 years | 20.70 | 22.74 | 91% |
| Returns for 5 years | 49.03 | 67.70 | 72% |
| Returns for 10 years | 33.49 | 91.12 | 37% |
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