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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$16.35
Change-$0.25 (-1.51%)
VolumeN/A
Net Assets172.21M
Vanguard Small Cap Index Admiral Shares
Price$95.31
Change-$0.89 (-0.93%)
VolumeN/A
Net Assets143.36B
AATSX vs VSMAX Comparison Chart
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AATSX vs. VSMAX commentary
Apr 08, 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: 143B vs. AATSX (172M). VSMAX pays higher dividends than AATSX: VSMAX (1.52) vs AATSX (0.40). AATSX was incepted earlier than VSMAX: AATSX (10 years) vs VSMAX (24 years). AATSX (1.23) is less costly to investors than VSMAX (0.05). AATSX is a more actively managed with annual turnover of: 83.19 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 : -9.20 vs. AATSX (-12.90). VSMAX return over 5 years is better than : 91.73 vs. AATSX (70.13).
| AATSX | VSMAX | AATSX / VSMAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -14.741 | -16.385 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 143B | 0% |
| Annual Yield % from dividends | 0.40 | 1.52 | 26% |
| Returns for 1 year | -12.90 | -9.20 | 140% |
| Returns for 3 years | 1.20 | -3.49 | -35% |
| Returns for 5 years | 70.13 | 91.73 | 76% |
| Returns for 10 years | N/A | 70.74 | - |
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