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AATIX vs VSIIX
AATIX vs VSIIX Comparison
Open Charts AATIX vs VSIIX
Ancora/Thelen Small-Mid Cap I
Price$18.40
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets195.96M
Vanguard Small Cap Value Index I
Price$46.95
Change+$0.66 (+1.43%)
VolumeN/A
Net Assets54.02B
AATIX vs VSIIX Comparison Chart in %
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AATIX vs. VSIIX commentary
Jun 28, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AATIX (196M). VSIIX pays higher dividends than AATIX: VSIIX (2.24) vs AATIX (0.18). AATIX was incepted earlier than VSIIX: AATIX (12 years) vs VSIIX (26 years). AATIX (1.22) is less costly to investors than VSIIX (0.06). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSIIX (16.00). AATIX has a lower initial minimum investment than VSIIX: AATIX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.46 vs. AATIX (1.97). VSIIX return over 5 years is better than : 92.01 vs. AATIX (50.19).
| AATIX | VSIIX | AATIX / VSIIX | |
| Total Expense Ratio | 1.22 | 0.06 | 2,033% |
| Annual Report Gross Expense Ratio | 1.22 | 0.06 | 2,033% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -3.611 | -2.612 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 54B | 0% |
| Annual Yield % from dividends | 0.18 | 2.24 | 8% |
| Returns for 1 year | 1.97 | 6.46 | 31% |
| Returns for 3 years | 29.43 | 26.70 | 110% |
| Returns for 5 years | 50.19 | 92.01 | 55% |
| Returns for 10 years | 37.23 | 87.49 | 43% |
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