Ad is loading...
AATIX vs VSCPX
AATIX vs VSCPX Comparison
Open Charts AATIX vs VSCPX
Ancora/Thelen Small-Mid Cap I
Price$19.82
Change+$0.23 (+1.17%)
VolumeN/A
Net Assets201.13M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
AATIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AATIX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. AATIX (201M). VSCPX pays higher dividends than AATIX: VSCPX (1.44) vs AATIX (0.86). AATIX was incepted earlier than VSCPX: AATIX (12 years) vs VSCPX (14 years). AATIX is a more actively managed with annual turnover of: 85.30 vs. VSCPX (12.00). 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 : 20.35 vs. AATIX (17.76). VSCPX return over 5 years is better than : 56.01 vs. AATIX (32.19).
| AATIX | VSCPX | AATIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.258 | 3.641 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 155B | 0% |
| Annual Yield % from dividends | 0.86 | 1.44 | 59% |
| Returns for 1 year | 17.76 | 20.35 | 87% |
| Returns for 3 years | 19.51 | 20.92 | 93% |
| Returns for 5 years | 32.19 | 56.01 | 57% |
| Returns for 10 years | 57.39 | 125.00 | 46% |