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AATIX vs VSIIX
AATIX vs VSIIX Comparison
Open Charts AATIX vs VSIIX
Ancora/Thelen Small-Mid Cap I
Price$18.71
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets204.27M
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
AATIX vs VSIIX Comparison Chart in %
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AATIX vs. VSIIX commentary
Jul 19, 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: 55.6B vs. AATIX (204M). VSIIX pays higher dividends than AATIX: VSIIX (2.12) 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 : 3.49 vs. AATIX (-1.76). VSIIX return over 5 years is better than : 87.70 vs. AATIX (45.73).
| 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 | -0.159 | 1.513 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 55.6B | 0% |
| Annual Yield % from dividends | 0.18 | 2.12 | 9% |
| Returns for 1 year | -1.76 | 3.49 | -50% |
| Returns for 3 years | 38.15 | 34.58 | 110% |
| Returns for 5 years | 45.73 | 87.70 | 52% |
| Returns for 10 years | 42.24 | 95.21 | 44% |
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