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AATSX vs VSIIX
AATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIX
Ancora/Thelen Small-Mid Cap S
Price$19.59
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets208.58M
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.15 (-0.31%)
VolumeN/A
Net Assets56.44B
AATSX vs VSIIX Comparison Chart in %
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AATSX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. AATSX (209M). VSIIX pays higher dividends than AATSX: VSIIX (2.08) vs AATSX (0.38). AATSX was incepted earlier than VSIIX: AATSX (10 years) vs VSIIX (26 years). AATSX (1.21) is less costly to investors than VSIIX (0.06). AATSX is a more actively managed with annual turnover of: 83.19 vs. VSIIX (16.00). AATSX has a lower initial minimum investment than VSIIX: AATSX (1500000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.64 vs. AATSX (4.47). VSIIX return over 5 years is better than : 71.73 vs. AATSX (38.62).
| AATSX | VSIIX | AATSX / VSIIX | |
| Total Expense Ratio | 1.01 | 0.06 | 1,683% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 0.770 | 0.354 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 5000000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 56.4B | 0% |
| Annual Yield % from dividends | 0.38 | 2.08 | 18% |
| Returns for 1 year | 4.47 | 6.64 | 67% |
| Returns for 3 years | 23.01 | 17.56 | 131% |
| Returns for 5 years | 38.62 | 71.73 | 54% |
| Returns for 10 years | 52.38 | 95.62 | 55% |
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