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AATSX vs VSMAX
AATSX vs VSMAX Comparison
Open Charts AATSX vs VSMAX
Ancora/Thelen Small-Mid Cap S
Price$20.57
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
AATSX vs VSMAX Comparison Chart
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AATSX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. AATSX (194M). VSMAX pays higher dividends than AATSX: VSMAX (1.42) vs AATSX (1.03). AATSX was incepted earlier than VSMAX: AATSX (9 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). AATSX annual gain was more profitable for investors over the last year : 29.70 vs. VSMAX (25.54). VSMAX return over 5 years is better than : 53.45 vs. AATSX (41.89).
| AATSX | VSMAX | AATSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 16.610 | 10.898 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 3000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 149B | 0% |
| Annual Yield % from dividends | 1.03 | 1.42 | 73% |
| Returns for 1 year | 29.70 | 25.54 | 116% |
| Returns for 3 years | 0.47 | 8.91 | 5% |
| Returns for 5 years | 41.89 | 53.45 | 78% |
| Returns for 10 years | N/A | 121.55 | - |
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VS
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