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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$20.04
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets218.9M
Vanguard Small Cap Index I
Price$120.93
Change-$1.20 (-0.98%)
VolumeN/A
Net Assets161.26B
AATSX vs NAESX Comparison Chart in %
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AATSX vs. NAESX commentary
Sep 26, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AATSX (219M). NAESX pays higher dividends than AATSX: NAESX (1.20) vs AATSX (0.36). AATSX was incepted earlier than NAESX: AATSX (10 years) vs NAESX (65 years). AATSX (1.21) is less costly to investors than NAESX (0.17). AATSX is a more actively managed with annual turnover of: 83.19 vs. NAESX (13.00). 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 : 8.87 vs. AATSX (0.27). NAESX return over 5 years is better than : 71.52 vs. AATSX (49.96).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 3.903 | 6.225 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 161B | 0% |
| Annual Yield % from dividends | 0.36 | 1.20 | 30% |
| Returns for 1 year | 0.27 | 8.87 | 3% |
| Returns for 3 years | 50.88 | 51.12 | 100% |
| Returns for 5 years | 49.96 | 71.52 | 70% |
| Returns for 10 years | 80.54 | 147.18 | 55% |
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