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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$19.56
Change-$0.40 (-2.00%)
VolumeN/A
Net Assets194.76M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
AATSX vs VSMAX Comparison Chart
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AATSX vs. VSMAX commentary
Feb 23, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AATSX (195M). VSMAX pays higher dividends than AATSX: VSMAX (1.42) vs AATSX (1.03). AATSX was incepted earlier than VSMAX: AATSX (10 years) vs VSMAX (24 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than AATSX: VSMAX (3000) vs AATSX (1500000). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. AATSX (8.83). VSMAX return over 5 years is better than : 44.48 vs. AATSX (24.33).
| AATSX | VSMAX | AATSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.462 | -0.304 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 161B | 0% |
| Annual Yield % from dividends | 1.03 | 1.42 | 73% |
| Returns for 1 year | 8.83 | 11.25 | 78% |
| Returns for 3 years | 17.42 | 18.86 | 92% |
| Returns for 5 years | 24.33 | 44.48 | 55% |
| Returns for 10 years | N/A | 105.78 | - |