Interact to see
Advertisement
Advertisement
AATIX vs VISVX
AATIX vs VISVX Comparison
Open Charts AATIX vs VISVX
Ancora/Thelen Small-Mid Cap I
Price$19.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets217.75M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
AATIX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AATIX vs. VISVX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AATIX (218M). 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 : 7.40 vs. AATIX (2.97). VISVX return over 5 years is better than : 82.46 vs. AATIX (43.08).
| 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 | 5.417 | 6.032 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 56.4B | 0% |
| Annual Yield % from dividends | 0.18 | 1.95 | 9% |
| Returns for 1 year | 2.97 | 7.40 | 40% |
| Returns for 3 years | 34.98 | 30.16 | 116% |
| Returns for 5 years | 43.08 | 82.46 | 52% |
| Returns for 10 years | 63.58 | 115.95 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers