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% | 7.51B | May 1997 | AATIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | AATIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | AATIX vs VSMAX |
Best Risk-Adjusted Alternatives to AATIX
AATIX has a PortfoliosLab risk / return rank of 9. There are 163 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | AATIX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | AATIX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | AATIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | AATIX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | AATIX vs RIVSX |
Top Performing AATIX Alternatives (YTD)
AATIX is at 3.71% YTD. There are 169 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | AATIX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | AATIX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | AATIX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | AATIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | AATIX vs MOPIX |
Lowest Volatility Alternatives to AATIX
AATIX has 17.38% 1-year volatility. There are 55 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | AATIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | AATIX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | AATIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | AATIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | 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% | 2.80B | Apr 2006 | AATIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | AATIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | AATIX vs BIAUX |
Other Mutual Funds from Ancora
The 2 most viewed Ancora mutual funds shown here include ADEIX, AAIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 15 | 2.59% | — | May 2019 | AATIX vs ADEIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 35 | 2.68% | — | Jan 2004 | AATIX vs AAIIX |
Often Compared With AATIX
Investors most often compare AATIX with VOO, FSOPX, AZBIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | AATIX vs VOO | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 71 | 15.84% | — | Mar 2007 | AATIX vs FSOPX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 55 | 16.49% | — | Jul 2013 | AATIX vs AZBIX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 24.07% | — | Dec 2001 | AATIX vs HASCX | |
| T. Rowe Price Small-Cap Value Fund | Small Cap Blend Equities | 56 | 15.84% | — | Jun 1988 | AATIX vs PRSVX | |
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 60 | 20.14% | — | May 1998 | AATIX vs WEMMX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 86 | 22.52% | — | May 2010 | AATIX vs NINLX | |
| Cambiar Small Cap Fund | Small Cap Blend Equities | 42 | 15.24% | — | Aug 2004 | AATIX vs CAMSX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 62 | 17.61% | — | Oct 2002 | AATIX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 57 | 15.47% | — | Nov 2014 | AATIX vs TNVIX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 57 | 14.71% | — | Mar 2015 | AATIX vs SSCDX |
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