AATIX vs. VSCIX
Compare and contrast key facts about Ancora/Thelen Small-Mid Cap Fund (AATIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
AATIX is managed by Ancora. It was launched on Jan 2, 2013. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
AATIX vs. VSCIX - Performance Comparison
Loading graphics...
AATIX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | -4.99% | 4.07% | 10.12% | 21.23% | -17.34% | 24.46% | 12.14% | 24.90% | -12.42% | 19.06% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, AATIX achieves a -4.99% return, which is significantly lower than VSCIX's -1.21% return. Over the past 10 years, AATIX has underperformed VSCIX with an annualized return of 8.45%, while VSCIX has yielded a comparatively higher 10.16% annualized return.
AATIX
- 1D
- -0.81%
- 1M
- -11.51%
- YTD
- -4.99%
- 6M
- -5.49%
- 1Y
- 5.67%
- 3Y*
- 8.50%
- 5Y*
- 3.56%
- 10Y*
- 8.45%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AATIX vs. VSCIX - Expense Ratio Comparison
AATIX has a 1.22% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
AATIX vs. VSCIX — Risk / Return Rank
AATIX
VSCIX
AATIX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora/Thelen Small-Mid Cap Fund (AATIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AATIX | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.75 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.19 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.16 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.97 | -0.69 |
Martin ratioReturn relative to average drawdown | 0.89 | 4.21 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AATIX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.75 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.24 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.47 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.38 | -0.37 |
Correlation
The correlation between AATIX and VSCIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AATIX vs. VSCIX - Dividend Comparison
AATIX's dividend yield for the trailing twelve months is around 9.23%, more than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AATIX Ancora/Thelen Small-Mid Cap Fund | 9.23% | 8.77% | 0.00% | 1.88% | 2.21% | 23.11% | 0.28% | 0.05% | 7.60% | 7.54% | 0.14% | 1.01% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
AATIX vs. VSCIX - Drawdown Comparison
The maximum AATIX drawdown since its inception was -97.10%, which is greater than VSCIX's maximum drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for AATIX and VSCIX.
Loading graphics...
Drawdown Indicators
| AATIX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.10% | -59.66% | -37.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -14.30% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -97.10% | -28.13% | -68.97% |
Max Drawdown (10Y)Largest decline over 10 years | -97.10% | -41.81% | -55.29% |
Current DrawdownCurrent decline from peak | -96.49% | -8.97% | -87.52% |
Average DrawdownAverage peak-to-trough decline | -14.77% | -10.18% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 3.29% | +1.15% |
Volatility
AATIX vs. VSCIX - Volatility Comparison
Ancora/Thelen Small-Mid Cap Fund (AATIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) have volatilities of 6.02% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AATIX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 5.90% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 12.22% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 21.62% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,170.00% | 20.70% | +1,149.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 827.32% | 21.53% | +805.79% |