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AATIX vs VSCPX
AATIX vs VSCPX Comparison
Open Charts AATIX vs VSCPX
Ancora/Thelen Small-Mid Cap I
Price$19.67
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets218.99M
Vanguard Small Cap Index InstlPlus
Price$353.27
Change-$0.44 (-0.12%)
VolumeN/A
Net Assets161.26B
AATIX vs VSCPX Comparison Chart in %
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AATIX vs. VSCPX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. AATIX (219M). VSCPX pays higher dividends than AATIX: VSCPX (1.33) vs AATIX (0.17). AATIX was incepted earlier than VSCPX: AATIX (13 years) vs VSCPX (15 years). AATIX (1.22) 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 : 10.51 vs. AATIX (1.20). VSCPX return over 5 years is better than : 66.45 vs. AATIX (43.61).
| AATIX | VSCPX | AATIX / VSCPX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,067% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,067% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.833 | 6.603 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.33 | 13% |
| Returns for 1 year | 1.20 | 10.51 | 11% |
| Returns for 3 years | 39.48 | 39.14 | 101% |
| Returns for 5 years | 43.61 | 66.45 | 66% |
| Returns for 10 years | 66.01 | 133.34 | 50% |
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