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AATSX vs VISVX
AATSX vs VISVX Comparison
Open Charts AATSX vs VISVX
Ancora/Thelen Small-Mid Cap S
Price$21.06
Change+$0.16 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.02
Change+$0.36 (+0.76%)
VolumeN/A
CapitalizationN/A
AATSX vs VISVX Comparison Chart
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AATSX vs. VISVX commentary
Dec 25, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. AATSX (192M). VISVX pays higher dividends than AATSX: VISVX (1.90) vs AATSX (1.03). AATSX was incepted earlier than VISVX: AATSX (10 years) vs VISVX (27 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AATSX: VISVX (3000) vs AATSX (1500000). AATSX annual gain was more profitable for investors over the last year : 18.59 vs. VISVX (11.35). VISVX return over 5 years is better than : 48.33 vs. AATSX (33.53).
| AATSX | VISVX | AATSX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 19.388 | 11.427 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 63B | 0% |
| Annual Yield % from dividends | 1.03 | 1.90 | 54% |
| Returns for 1 year | 18.59 | 11.35 | 164% |
| Returns for 3 years | -2.87 | 14.63 | -20% |
| Returns for 5 years | 33.53 | 48.33 | 69% |
| Returns for 10 years | N/A | 95.52 | - |
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