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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$20.36
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets201.65M
Vanguard Small Cap Index Admiral Shares
Price$120.83
Change+$0.41 (+0.34%)
VolumeN/A
Net Assets155.27B
AATSX vs VSMAX Comparison Chart
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VS
VS
AATSX vs. VSMAX commentary
Jan 24, 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: 155B vs. AATSX (202M). 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 : 20.15 vs. AATSX (16.76). VSMAX return over 5 years is better than : 53.34 vs. AATSX (30.41).
| 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 | 4.263 | 4.568 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 155B | 0% |
| Annual Yield % from dividends | 1.03 | 1.42 | 73% |
| Returns for 1 year | 16.76 | 20.15 | 83% |
| Returns for 3 years | 21.64 | 24.52 | 88% |
| Returns for 5 years | 30.41 | 53.34 | 57% |
| Returns for 10 years | N/A | 125.60 | - |
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