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AATIX vs VSCPX
AATIX vs VSCPX Comparison
Open Charts AATIX vs VSCPX
Ancora/Thelen Small-Mid Cap I
Price$17.64
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets189.6M
Vanguard Small Cap Index InstlPlus
Price$308.88
Change-$0.11 (-0.04%)
VolumeN/A
Net Assets139.54B
AATIX vs VSCPX Comparison Chart
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AATIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. AATIX (190M). VSCPX pays higher dividends than AATIX: VSCPX (1.58) vs AATIX (0.20). AATIX was incepted earlier than VSCPX: AATIX (12 years) vs VSCPX (14 years). AATIX (1.24) is less costly to investors than VSCPX (0.03). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSCPX (13.00). AATIX has a lower initial minimum investment than VSCPX: AATIX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 0.38 vs. AATIX (-6.11). VSCPX return over 5 years is better than : 67.85 vs. AATIX (49.03).
| AATIX | VSCPX | AATIX / VSCPX | |
| Total Expense Ratio | 1.24 | 0.03 | 4,133% |
| Annual Report Gross Expense Ratio | 1.24 | 0.03 | 4,133% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -6.373 | -6.978 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 140B | 0% |
| Annual Yield % from dividends | 0.20 | 1.58 | 12% |
| Returns for 1 year | -6.11 | 0.38 | -1,624% |
| Returns for 3 years | 20.70 | 22.80 | 91% |
| Returns for 5 years | 49.03 | 67.85 | 72% |
| Returns for 10 years | 33.49 | 91.62 | 37% |
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