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AATIX vs VSIAX
AATIX vs VSIAX Comparison
Open Charts AATIX vs VSIAX
Ancora/Thelen Small-Mid Cap I
Price$18.15
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets194.31M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
AATIX vs VSIAX Comparison Chart
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AATIX vs. VSIAX commentary
Jun 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. AATIX (194M). VSIAX pays higher dividends than AATIX: VSIAX (2.23) vs AATIX (0.18). AATIX was incepted earlier than VSIAX: AATIX (12 years) vs VSIAX (14 years). AATIX (1.22) is less costly to investors than VSIAX (0.07). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AATIX: VSIAX (3000) vs AATIX (5000). VSIAX annual gain was more profitable for investors over the last year : 3.02 vs. AATIX (-0.82). VSIAX return over 5 years is better than : 64.97 vs. AATIX (32.25).
| AATIX | VSIAX | AATIX / VSIAX | |
| Total Expense Ratio | 1.22 | 0.07 | 1,743% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -4.567 | -4.234 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 54B | 0% |
| Annual Yield % from dividends | 0.18 | 2.23 | 8% |
| Returns for 1 year | -0.82 | 3.02 | -27% |
| Returns for 3 years | 15.30 | 12.14 | 126% |
| Returns for 5 years | 32.25 | 64.97 | 50% |
| Returns for 10 years | 36.67 | 82.86 | 44% |
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