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AATIX vs VSIIX
AATIX vs VSIIX Comparison
Open Charts AATIX vs VSIIX
Ancora/Thelen Small-Mid Cap I
Price$19.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets217.75M
Vanguard Small Cap Value Index I
Price$50.22
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
AATIX vs VSIIX Comparison Chart in %
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AATIX vs. VSIIX commentary
Aug 29, 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: 56.4B vs. AATIX (218M). VSIIX pays higher dividends than AATIX: VSIIX (2.08) vs AATIX (0.18). AATIX was incepted earlier than VSIIX: AATIX (13 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 : 7.42 vs. AATIX (2.97). VSIIX return over 5 years is better than : 82.66 vs. AATIX (43.08).
| 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 | 13 years | 26 years | - |
| Gain YTD | 5.417 | 6.063 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 56.4B | 0% |
| Annual Yield % from dividends | 0.18 | 2.08 | 8% |
| Returns for 1 year | 2.97 | 7.42 | 40% |
| Returns for 3 years | 34.98 | 30.26 | 116% |
| Returns for 5 years | 43.08 | 82.66 | 52% |
| Returns for 10 years | 63.58 | 116.40 | 55% |
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