ATIAX vs VSCIX

Both ATIAX and VSCIX are mutual funds. ATIAX has a lower 5-year return than VSCIX (8.15% vs 15.71%). Below is the comparison between ATIAX and VSCIX.

ATIAX VSCIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco Vanguard
Net Assets N/A $21.35B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 1.20%
Minimum Investment N/A $5,000,000.00
YTD Return 17.89% 19.28%
1-Year Return 7.09% 5.53%
3-Year Return 9.23% 17.34%
5-Year Return 8.15% 15.71%
10-Year Return 9.35% 14.76%

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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VSCIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

VSCIX performance & returns

YTD Return 19.28%
1-Month Return 4.01%
3-Month Return 5.53%
1-Year Return 5.53%
3-Year Return 17.34%
5-Year Return 15.71%
10-Year Return 14.76%
VSCIX expense ratio is 0.04%.

VSCIX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

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