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AATSX vs VSIIX
AATSX vs VSIIX Comparison
Open Charts AATSX vs VSIIX
Ancora/Thelen Small-Mid Cap S
Price$21.06
Change+$0.16 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.09
Change+$0.36 (+0.75%)
VolumeN/A
CapitalizationN/A
AATSX vs VSIIX Comparison Chart
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VS
VS
AATSX vs. VSIIX commentary
Dec 25, 2024
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: 63B vs. AATSX (192M). VSIIX pays higher dividends than AATSX: VSIIX (2.02) vs AATSX (1.03). AATSX was incepted earlier than VSIIX: AATSX (10 years) vs VSIIX (25 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. VSIIX (16.00). AATSX has a lower initial minimum investment than VSIIX: AATSX (1500000) vs VSIIX (5000000). AATSX annual gain was more profitable for investors over the last year : 18.59 vs. VSIIX (11.43). VSIIX return over 5 years is better than : 48.55 vs. AATSX (33.53).
| AATSX | VSIIX | AATSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 19.388 | 11.504 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 5000000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 63B | 0% |
| Annual Yield % from dividends | 1.03 | 2.02 | 51% |
| Returns for 1 year | 18.59 | 11.43 | 163% |
| Returns for 3 years | -2.87 | 14.74 | -19% |
| Returns for 5 years | 33.53 | 48.55 | 69% |
| Returns for 10 years | N/A | 96.18 | - |
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