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AATSX vs VSIAX
AATSX vs VSIAX Comparison
Open Charts AATSX vs VSIAX
Ancora/Thelen Small-Mid Cap S
Price$19.36
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets203.46M
Vanguard Small Cap Value Index Admiral
Price$86.12
Change-$0.09 (-0.10%)
VolumeN/A
Net Assets55.61B
AATSX vs VSIAX Comparison Chart in %
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AATSX vs. VSIAX commentary
Jul 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. AATSX (203M). VSIAX pays higher dividends than AATSX: VSIAX (2.11) 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 : 4.51 vs. AATSX (-1.06). VSIAX return over 5 years is better than : 87.48 vs. AATSX (47.89).
| 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 | -0.565 | 1.409 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 55.6B | 0% |
| Annual Yield % from dividends | 0.38 | 2.11 | 18% |
| Returns for 1 year | -1.06 | 4.51 | -24% |
| Returns for 3 years | 34.70 | 30.23 | 115% |
| Returns for 5 years | 47.89 | 87.48 | 55% |
| Returns for 10 years | 47.82 | 96.15 | 50% |
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