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AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$20.60
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AATIX vs VSMAX Comparison Chart
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AATIX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. AATIX (198M). 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 : 32.02 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. AATIX (37.68).
| 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 | 20.468 | 15.803 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 151B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 60% |
| Returns for 1 year | 32.02 | 30.28 | 106% |
| Returns for 3 years | -5.98 | 4.74 | -126% |
| Returns for 5 years | 37.68 | 55.62 | 68% |
| Returns for 10 years | 58.53 | 123.30 | 47% |