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AATSX vs VISVX
AATSX vs VISVX Comparison
Open Charts AATSX vs VISVX
Ancora/Thelen Small-Mid Cap S
Price$19.59
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets208.58M
Vanguard Small Cap Value Index I
Price$47.41
Change-$0.16 (-0.34%)
VolumeN/A
Net Assets56.44B
AATSX vs VISVX Comparison Chart in %
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AATSX vs. VISVX commentary
Aug 13, 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 VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AATSX (209M). VISVX pays higher dividends than AATSX: VISVX (1.95) vs AATSX (0.38). AATSX was incepted earlier than VISVX: AATSX (10 years) vs VISVX (27 years). AATSX (1.21) is less costly to investors than VISVX (0.19). AATSX is a more actively managed with annual turnover of: 83.19 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AATSX: VISVX (3000) vs AATSX (1500000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. AATSX (4.47). VISVX return over 5 years is better than : 71.56 vs. AATSX (38.62).
| AATSX | VISVX | AATSX / VISVX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 0.770 | 0.337 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 56.4B | 0% |
| Annual Yield % from dividends | 0.38 | 1.95 | 19% |
| Returns for 1 year | 4.47 | 6.61 | 68% |
| Returns for 3 years | 23.01 | 17.48 | 132% |
| Returns for 5 years | 38.62 | 71.56 | 54% |
| Returns for 10 years | 52.38 | 95.21 | 55% |
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