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AATSX vs VSCPX
AATSX vs VSCPX Comparison
Open Charts AATSX vs VSCPX
Ancora/Thelen Small-Mid Cap S
Price$17.40
Change-$1.13 (-6.10%)
VolumeN/A
Net Assets192.24M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
AATSX vs VSCPX Comparison Chart
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AATSX vs. VSCPX commentary
Apr 04, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. AATSX (192M). VSCPX pays higher dividends than AATSX: VSCPX (1.54) vs AATSX (0.40). AATSX was incepted earlier than VSCPX: AATSX (10 years) vs VSCPX (14 years). AATSX (1.23) is less costly to investors than VSCPX (0.03). AATSX is a more actively managed with annual turnover of: 83.19 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 : 1.20 vs. AATSX (-3.73). VSCPX return over 5 years is better than : 116.00 vs. AATSX (89.91).
| AATSX | VSCPX | AATSX / VSCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.23 | 0.03 | 4,100% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.828 | -5.825 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 153B | 0% |
| Annual Yield % from dividends | 0.40 | 1.54 | 26% |
| Returns for 1 year | -3.73 | 1.20 | -310% |
| Returns for 3 years | 11.37 | 6.53 | 174% |
| Returns for 5 years | 89.91 | 116.00 | 78% |
| Returns for 10 years | N/A | 91.20 | - |