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AATSX vs VSIIX
AATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIX
Ancora/Thelen Small-Mid Cap S
Price$19.36
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets203.46M
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
AATSX vs VSIIX Comparison Chart in %
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AATSX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. AATSX (203M). VSIIX pays higher dividends than AATSX: VSIIX (2.12) 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 : 4.50 vs. AATSX (-1.06). VSIIX return over 5 years is better than : 87.50 vs. AATSX (47.89).
| 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 | -0.565 | 1.408 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 5000000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 55.6B | 0% |
| Annual Yield % from dividends | 0.38 | 2.12 | 18% |
| Returns for 1 year | -1.06 | 4.50 | -24% |
| Returns for 3 years | 34.70 | 30.25 | 115% |
| Returns for 5 years | 47.89 | 87.50 | 55% |
| Returns for 10 years | 47.82 | 96.21 | 50% |
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