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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$20.36
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets201.65M
Vanguard Small Cap Index InstlPlus
Price$348.75
Change+$1.17 (+0.34%)
VolumeN/A
Net Assets155.27B
AATSX vs VSCPX Comparison Chart
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AATSX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. AATSX (202M). VSCPX pays higher dividends than AATSX: VSCPX (1.44) vs AATSX (1.03). AATSX was incepted earlier than VSCPX: AATSX (10 years) vs VSCPX (14 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. VSCPX (12.00). AATSX has a lower initial minimum investment than VSCPX: AATSX (1500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.15 vs. AATSX (16.76). VSCPX return over 5 years is better than : 53.38 vs. AATSX (30.41).
| AATSX | VSCPX | AATSX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 4.263 | 4.576 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 155B | 0% |
| Annual Yield % from dividends | 1.03 | 1.44 | 72% |
| Returns for 1 year | 16.76 | 20.15 | 83% |
| Returns for 3 years | 21.64 | 24.55 | 88% |
| Returns for 5 years | 30.41 | 53.38 | 57% |
| Returns for 10 years | N/A | 125.71 | - |
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