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AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$20.36
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets201.65M
Vanguard Small Cap Index I
Price$120.81
Change+$0.40 (+0.33%)
VolumeN/A
Net Assets155.27B
AATSX vs NAESX Comparison Chart
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AATSX vs. NAESX commentary
Jan 24, 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: 155B vs. AATSX (202M). 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 : 20.12 vs. AATSX (16.76). NAESX return over 5 years is better than : 53.16 vs. AATSX (30.41).
| 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 | 4.263 | 4.568 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 155B | 0% |
| Annual Yield % from dividends | 1.03 | 1.31 | 79% |
| Returns for 1 year | 16.76 | 20.12 | 83% |
| Returns for 3 years | 21.64 | 24.44 | 89% |
| Returns for 5 years | 30.41 | 53.16 | 57% |
| Returns for 10 years | N/A | 124.93 | - |
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