Ancora/Thelen Small-Mid Cap Fund (AATIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AATIX
AATIX charges 1.22% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among AATIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | AATIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | AATIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | AATIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | AATIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AATIX vs VSMAX |
Best Risk-Adjusted Alternatives to AATIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | AATIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | AATIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | AATIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | AATIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | AATIX vs PRSVX |
Top Performing AATIX Alternatives (YTD)
AATIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | AATIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | AATIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | AATIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | AATIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | AATIX vs RIVSX |
Lowest Volatility Alternatives to AATIX
AATIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | AATIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | AATIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | AATIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | AATIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | AATIX vs CSMDX |
Lowest Drawdown Alternatives to AATIX
AATIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | AATIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | AATIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | AATIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | AATIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | AATIX vs BOSOX |
Other Mutual Funds from Ancora
Most popular Ancora mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora MicroCap Fund | Small Cap Value Equities | — | — | Sep 2, 2008 | AATIX vs ANCIX | |
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 15 | -5.48% | May 7, 2019 | AATIX vs ADEIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | AATIX vs AAIIX |
Often Compared With AATIX
What investors most often compare with AATIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AATIX vs VOO |
Compare AATIX with Any Fund or Stock
Compare AATIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.