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 135 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 Shares | 0.03% | 188.20B | Jul 1997 | AATIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AATIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | AATIX vs SWSSX | |
| 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 19. There are 168 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | AATIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | AATIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | AATIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | AATIX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | AATIX vs AUERX |
Top Performing AATIX Alternatives (YTD)
AATIX is at 8.48% YTD. There are 170 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | AATIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | AATIX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | AATIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | AATIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | AATIX vs WESCX |
Lowest Volatility Alternatives to AATIX
AATIX has 17.55% 1-year volatility. There are 64 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | AATIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | AATIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | AATIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | AATIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | AATIX vs FTHNX |
Lowest Drawdown Alternatives to AATIX
AATIX has a 1-year max drawdown of -13.22%. There are 159 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% | 3.10B | Apr 2006 | AATIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | 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 | 21 | 1.60% | — | Jan 2004 | AATIX vs AAIIX | |
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 22 | 6.06% | — | May 2019 | AATIX vs ADEIX |
Often Compared With AATIX
Investors most often compare AATIX with VOO, BOSOX, FSOPX. These 16 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