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AATIX vs VSMAX
AATIX vs VSMAX Comparison
Open Charts AATIX vs VSMAX
Ancora/Thelen Small-Mid Cap I
Price$18.91
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets194.76M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
AATIX vs VSMAX Comparison Chart
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AATIX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AATIX (195M). 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). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. AATIX (8.37). VSMAX return over 5 years is better than : 44.48 vs. AATIX (21.89).
| 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 | 0.425 | -0.304 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 161B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 60% |
| Returns for 1 year | 8.37 | 11.25 | 74% |
| Returns for 3 years | 16.24 | 18.86 | 86% |
| Returns for 5 years | 21.89 | 44.48 | 49% |
| Returns for 10 years | 41.61 | 105.78 | 39% |
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