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AATSX vs FTHFX
AATSX vs FTHFX Comparison
Open Charts AATSX vs FTHFX
Ancora/Thelen Small-Mid Cap S
Price$17.40
Change-$1.13 (-6.10%)
VolumeN/A
Net Assets192.24M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
AATSX vs FTHFX Comparison Chart
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AATSX vs. FTHFX commentary
Apr 04, 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 AATSX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. AATSX (192M). FTHFX pays higher dividends than AATSX: FTHFX (0.82) vs AATSX (0.40). AATSX was incepted earlier than FTHFX: AATSX (10 years) vs FTHFX (14 years). AATSX (1.23) is less costly to investors than FTHFX (0.63). AATSX is a more actively managed with annual turnover of: 83.19 vs. FTHFX (41.00). FTHFX has a lower initial minimum investment than AATSX: FTHFX (1000000) vs AATSX (1500000). AATSX annual gain was more profitable for investors over the last year : -3.73 vs. FTHFX (-5.12). FTHFX return over 5 years is better than : 137.69 vs. AATSX (89.91).
| AATSX | FTHFX | AATSX / FTHFX | |
| Total Expense Ratio | 1.01 | 0.63 | 160% |
| Annual Report Gross Expense Ratio | 1.23 | 0.63 | 195% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.828 | -4.888 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 1000000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 9.94B | 2% |
| Annual Yield % from dividends | 0.40 | 0.82 | 49% |
| Returns for 1 year | -3.73 | -5.12 | 73% |
| Returns for 3 years | 11.37 | 26.25 | 43% |
| Returns for 5 years | 89.91 | 137.69 | 65% |
| Returns for 10 years | N/A | 92.07 | - |