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AATSX vs VSIIX
AATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIX
Ancora/Thelen Small-Mid Cap S
Price$17.52
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets181.6M
Vanguard Small Cap Value Index I
Price$43.33
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets53.62B
AATSX vs VSIIX Comparison Chart
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AATSX vs. VSIIX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. AATSX (182M). VSIIX pays higher dividends than AATSX: VSIIX (2.35) vs AATSX (0.42). AATSX was incepted earlier than VSIIX: AATSX (10 years) vs VSIIX (25 years). AATSX (1.23) 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 : 0.41 vs. AATSX (-5.90). VSIIX return over 5 years is better than : 90.26 vs. AATSX (51.11).
| AATSX | VSIIX | AATSX / VSIIX | |
| Total Expense Ratio | 1.01 | 0.06 | 1,683% |
| Annual Report Gross Expense Ratio | 1.23 | 0.06 | 2,050% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -10.580 | -8.986 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 5000000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 53.6B | 0% |
| Annual Yield % from dividends | 0.42 | 2.35 | 18% |
| Returns for 1 year | -5.90 | 0.41 | -1,450% |
| Returns for 3 years | 10.59 | 10.51 | 101% |
| Returns for 5 years | 51.11 | 90.26 | 57% |
| Returns for 10 years | N/A | 72.95 | - |