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AATIX vs NAESX
AATIX vs NAESX Comparison
Open Charts AATIX vs NAESX
Ancora/Thelen Small-Mid Cap I
Price$19.82
Change+$0.23 (+1.17%)
VolumeN/A
Net Assets201.13M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
AATIX vs NAESX Comparison Chart
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AATIX vs. NAESX 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 NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. AATIX (201M). 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). NAESX annual gain was more profitable for investors over the last year : 20.30 vs. AATIX (17.76). NAESX return over 5 years is better than : 55.79 vs. AATIX (32.19).
| 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 | 5.258 | 3.621 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 155B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 65% |
| Returns for 1 year | 17.76 | 20.30 | 88% |
| Returns for 3 years | 19.51 | 20.81 | 94% |
| Returns for 5 years | 32.19 | 55.79 | 58% |
| Returns for 10 years | 57.39 | 124.23 | 46% |