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ATIAX vs VSMAX

Both ATIAX and VSMAX are mutual funds. ATIAX has a lower 5-year return than VSMAX (8.15% vs 16.09%). Below is the comparison between ATIAX and VSMAX.

ATIAX VSMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco Vanguard
Net Assets N/A $54.87B
Expense Ratio N/A 0.05%
Management Style active passive (index-based)
Dividend Yield N/A 1.04%
Minimum Investment N/A $10,000.00
YTD Return 17.89% 17.39%
1-Year Return 7.09% 3.81%
3-Year Return 9.23% 14.30%
5-Year Return 8.15% 16.09%
10-Year Return 9.35% 13.64%

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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VSMAX description

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

VSMAX performance & returns

YTD Return 17.39%
1-Month Return 4.24%
3-Month Return 3.81%
1-Year Return 3.81%
3-Year Return 14.30%
5-Year Return 16.09%
10-Year Return 13.64%
VSMAX expense ratio is 0.05%.

VSMAX 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%

Other relevant VSMAX comparisons

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