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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$17.40
Change-$1.13 (-6.10%)
VolumeN/A
Net Assets192.24M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
AATSX vs NAESX Comparison Chart
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AATSX vs. NAESX 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 NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. AATSX (192M). NAESX pays higher dividends than AATSX: NAESX (1.39) vs AATSX (0.40). AATSX was incepted earlier than NAESX: AATSX (10 years) vs NAESX (65 years). AATSX (1.23) is less costly to investors than NAESX (0.17). AATSX is a more actively managed with annual turnover of: 83.19 vs. NAESX (12.00). NAESX has a lower initial minimum investment than AATSX: NAESX (3000) vs AATSX (1500000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. AATSX (-3.73). NAESX return over 5 years is better than : 115.68 vs. AATSX (89.91).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -4.828 | -5.833 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 153B | 0% |
| Annual Yield % from dividends | 0.40 | 1.39 | 29% |
| Returns for 1 year | -3.73 | 1.18 | -318% |
| Returns for 3 years | 11.37 | 6.44 | 176% |
| Returns for 5 years | 89.91 | 115.68 | 78% |
| Returns for 10 years | N/A | 90.61 | - |