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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$19.56
Change-$0.40 (-2.00%)
VolumeN/A
Net Assets194.76M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
AATSX vs VSCPX Comparison Chart
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AATSX vs. VSCPX commentary
Feb 23, 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: 161B vs. AATSX (195M). 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 : 11.26 vs. AATSX (8.83). VSCPX return over 5 years is better than : 44.50 vs. AATSX (24.33).
| 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 | 0.462 | -0.301 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 161B | 0% |
| Annual Yield % from dividends | 1.03 | 1.44 | 72% |
| Returns for 1 year | 8.83 | 11.26 | 78% |
| Returns for 3 years | 17.42 | 18.87 | 92% |
| Returns for 5 years | 24.33 | 44.50 | 55% |
| Returns for 10 years | N/A | 105.88 | - |
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