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AATSX vs VSIIX
AATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIX
Ancora/Thelen Small-Mid Cap S
Price$19.04
Change+$0.26 (+1.38%)
VolumeN/A
Net Assets195.96M
Vanguard Small Cap Value Index I
Price$46.95
Change+$0.66 (+1.43%)
VolumeN/A
Net Assets54.02B
AATSX vs VSIIX Comparison Chart in %
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AATSX vs. VSIIX commentary
Jun 27, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AATSX (196M). VSIIX pays higher dividends than AATSX: VSIIX (2.24) vs AATSX (0.39). 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 : 6.46 vs. AATSX (2.39). VSIIX return over 5 years is better than : 92.01 vs. AATSX (53.03).
| 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 | -3.544 | -2.612 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 5000000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 54B | 0% |
| Annual Yield % from dividends | 0.39 | 2.24 | 18% |
| Returns for 1 year | 2.39 | 6.46 | 37% |
| Returns for 3 years | 30.66 | 26.70 | 115% |
| Returns for 5 years | 53.03 | 92.01 | 58% |
| Returns for 10 years | 42.46 | 87.49 | 49% |
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