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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$20.57
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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AATSX vs VSCPX Comparison Chart
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AATSX vs. VSCPX commentary
Sep 21, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. AATSX (194M). VSCPX pays higher dividends than AATSX: VSCPX (1.44) vs AATSX (1.03). AATSX was incepted earlier than VSCPX: AATSX (9 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). AATSX annual gain was more profitable for investors over the last year : 29.70 vs. VSCPX (25.55). VSCPX return over 5 years is better than : 53.49 vs. AATSX (41.89).
| AATSX | VSCPX | AATSX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 16.610 | 10.906 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 149B | 0% |
| Annual Yield % from dividends | 1.03 | 1.44 | 72% |
| Returns for 1 year | 29.70 | 25.55 | 116% |
| Returns for 3 years | 0.47 | 8.92 | 5% |
| Returns for 5 years | 41.89 | 53.49 | 78% |
| Returns for 10 years | N/A | 121.69 | - |
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