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AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$20.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AATIX vs VSMAX Comparison Chart
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AATIX vs. VSMAX commentary
Sep 20, 2024
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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. AATIX (191M). VSMAX pays higher dividends than AATIX: VSMAX (1.42) vs AATIX (0.86). AATIX was incepted earlier than VSMAX: AATIX (12 years) vs VSMAX (24 years). AATIX is a more actively managed with annual turnover of: 85.30 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than AATIX: VSMAX (3000) vs AATIX (5000). AATIX annual gain was more profitable for investors over the last year : 25.49 vs. VSMAX (20.75). VSMAX return over 5 years is better than : 51.83 vs. AATIX (37.43).
| AATIX | VSMAX | AATIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 14.795 | 9.731 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 149B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 60% |
| Returns for 1 year | 25.49 | 20.75 | 123% |
| Returns for 3 years | -4.19 | 5.70 | -74% |
| Returns for 5 years | 37.43 | 51.83 | 72% |
| Returns for 10 years | 50.50 | 114.09 | 44% |