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AATSX vs VSIAX
AATSX vs VSIAX Comparison
Open Charts AATSX vs VSIAX
Ancora/Thelen Small-Mid Cap S
Price$19.59
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets208.58M
Vanguard Small Cap Value Index Admiral
Price$84.96
Change-$0.28 (-0.33%)
VolumeN/A
Net Assets56.44B
AATSX vs VSIAX Comparison Chart in %
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AATSX vs. VSIAX commentary
Aug 13, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. AATSX (209M). VSIAX pays higher dividends than AATSX: VSIAX (2.07) vs AATSX (0.38). AATSX was incepted earlier than VSIAX: AATSX (10 years) vs VSIAX (14 years). AATSX (1.21) is less costly to investors than VSIAX (0.07). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AATSX: VSIAX (3000) vs AATSX (1500000). VSIAX annual gain was more profitable for investors over the last year : 6.66 vs. AATSX (4.47). VSIAX return over 5 years is better than : 71.72 vs. AATSX (38.62).
| AATSX | VSIAX | AATSX / VSIAX | |
| Total Expense Ratio | 1.01 | 0.07 | 1,443% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 0.770 | 0.372 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 56.4B | 0% |
| Annual Yield % from dividends | 0.38 | 2.07 | 18% |
| Returns for 1 year | 4.47 | 6.66 | 67% |
| Returns for 3 years | 23.01 | 17.57 | 131% |
| Returns for 5 years | 38.62 | 71.72 | 54% |
| Returns for 10 years | 52.38 | 95.59 | 55% |
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