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AATIX vs VISVX
AATIX vs VISVX Comparison
Open Charts AATIX vs VISVX
Ancora/Thelen Small-Mid Cap I
Price$18.77
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets205.19M
Vanguard Small Cap Value Index I
Price$47.52
Change-$0.18 (-0.38%)
VolumeN/A
Net Assets56.44B
AATIX vs VISVX Comparison Chart in %
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AATIX vs. VISVX commentary
Aug 07, 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 VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AATIX (205M). VISVX pays higher dividends than AATIX: VISVX (1.95) vs AATIX (0.18). AATIX was incepted earlier than VISVX: AATIX (13 years) vs VISVX (27 years). AATIX (1.22) is less costly to investors than VISVX (0.19). AATIX is a more actively managed with annual turnover of: 83.19 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AATIX: VISVX (3000) vs AATIX (5000). VISVX annual gain was more profitable for investors over the last year : 8.26 vs. AATIX (3.77). VISVX return over 5 years is better than : 74.87 vs. AATIX (36.53).
| AATIX | VISVX | AATIX / VISVX | |
| Total Expense Ratio | 1.22 | 0.19 | 642% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -0.478 | 0.611 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 56.4B | 0% |
| Annual Yield % from dividends | 0.18 | 1.95 | 9% |
| Returns for 1 year | 3.77 | 8.26 | 46% |
| Returns for 3 years | 25.74 | 23.54 | 109% |
| Returns for 5 years | 36.53 | 74.87 | 49% |
| Returns for 10 years | 46.99 | 97.69 | 48% |
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