Ancora/Thelen Small-Mid Cap Fund (AATIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AATIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AATIX
AATIX charges 1.22% annually. There are 134 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | AATIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AATIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | AATIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | AATIX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | AATIX vs TISBX |
Best Risk-Adjusted Alternatives to AATIX
AATIX has a PortfoliosLab risk / return rank of 14. There are 165 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | AATIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | AATIX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | AATIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | AATIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | AATIX vs RYOTX |
Top Performing AATIX Alternatives (YTD)
AATIX is at 7.15% YTD. There are 169 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | AATIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | AATIX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | AATIX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | AATIX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | AATIX vs WWSIX |
Lowest Volatility Alternatives to AATIX
AATIX has 17.54% 1-year volatility. There are 51 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | AATIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | AATIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | AATIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | AATIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | AATIX vs BOSOX |
Lowest Drawdown Alternatives to AATIX
AATIX has a 1-year max drawdown of -13.22%. There are 158 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | AATIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | AATIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | AATIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | AATIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | AATIX vs SSCDX |
Other Mutual Funds from Ancora
The 2 most viewed Ancora mutual funds shown here include AAIIX, ADEIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | 23 | 1.96% | — | Jan 2004 | AATIX vs AAIIX | |
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 16 | 2.19% | — | May 2019 | AATIX vs ADEIX |
Often Compared With AATIX
Investors most often compare AATIX with VOO, FSOPX, AUERX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AATIX with Any Fund or Stock
Compare AATIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AATIX with funds that move differently
Ancora/Thelen Small-Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AATIX.
Explore AATIX Diversifiers