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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$19.56
Change-$0.40 (-2.00%)
VolumeN/A
Net Assets194.76M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
AATSX vs NAESX Comparison Chart
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AATSX vs. NAESX 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 AATSX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AATSX (195M). NAESX pays higher dividends than AATSX: NAESX (1.31) vs AATSX (1.03). AATSX was incepted earlier than NAESX: AATSX (10 years) vs NAESX (64 years). AATSX is a more actively managed with annual turnover of: 85.30 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 : 11.22 vs. AATSX (8.83). NAESX return over 5 years is better than : 44.30 vs. AATSX (24.33).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 0.462 | -0.321 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 161B | 0% |
| Annual Yield % from dividends | 1.03 | 1.31 | 79% |
| Returns for 1 year | 8.83 | 11.22 | 79% |
| Returns for 3 years | 17.42 | 18.76 | 93% |
| Returns for 5 years | 24.33 | 44.30 | 55% |
| Returns for 10 years | N/A | 105.17 | - |
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