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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$21.37
Change-$0.24 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$348.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
AATSX vs VSCPX Comparison Chart
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AATSX vs. VSCPX commentary
Nov 15, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. AATSX (200M). 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 (33.10) and VSCPX (32.14) have marching annual gain over last year. VSCPX return over 5 years is better than : 59.16 vs. AATSX (42.27).
| 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 | 22.506 | 18.408 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 151B | 0% |
| Annual Yield % from dividends | 1.03 | 1.44 | 72% |
| Returns for 1 year | 33.10 | 32.14 | 103% |
| Returns for 3 years | -3.28 | 7.15 | -46% |
| Returns for 5 years | 42.27 | 59.16 | 71% |
| Returns for 10 years | N/A | 128.71 | - |
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