Ad is loading...
AATSX vs NAESX
AATSX vs NAESX Comparison
Open Charts AATSX vs NAESX
Ancora/Thelen Small-Mid Cap S
Price$21.37
Change-$0.24 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$119.29
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
AATSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AATSX vs. NAESX commentary
Nov 15, 2024
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: 151B vs. AATSX (200M). NAESX pays higher dividends than AATSX: NAESX (1.31) vs AATSX (1.03). AATSX was incepted earlier than NAESX: AATSX (9 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). AATSX (33.10) and NAESX (32.08) have marching annual gain over last year. NAESX return over 5 years is better than : 58.92 vs. AATSX (42.27).
| AATSX | NAESX | AATSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 22.506 | 18.357 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 151B | 0% |
| Annual Yield % from dividends | 1.03 | 1.31 | 79% |
| Returns for 1 year | 33.10 | 32.08 | 103% |
| Returns for 3 years | -3.28 | 7.05 | -46% |
| Returns for 5 years | 42.27 | 58.92 | 72% |
| Returns for 10 years | N/A | 127.82 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...