ATSNX vs VSGIX

Both ATSNX and VSGIX are mutual funds. ATSNX has a higher 5-year return than VSGIX (13.02% vs 6.28%). Below is the comparison between ATSNX and VSGIX.

ATSNX VSGIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family AQR Funds Vanguard
Net Assets N/A N/A
Expense Ratio N/A N/A
Management Style active passive (index-based)
Dividend Yield N/A N/A
Minimum Investment $1,000,000.00 $5,000,000.00
YTD Return 16.99% -32.00%
1-Year Return 21.57% -21.41%
3-Year Return 16.26% 2.02%
5-Year Return 13.02% 6.28%
10-Year Return N/A 9.89%

ATSNX

ATSNX description

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ATSNX performance & returns

YTD Return 16.99%
1-Month Return -5.50%
3-Month Return 21.57%
1-Year Return 21.57%
3-Year Return 16.26%
5-Year Return 13.02%
10-Year Return N/A
ATSNX expense ratio is N/A.

ATSNX holdings

Top 10 Holdings (14.64% of Total Assets)

Name Symbol % Assets
Ubs Money Ser N/A 4.65%
E-mini Russell 2000 Index Future Dec 20 RTYZ0 3.95%
Penn National Gaming Inc PENN 1.17%
RH RH 0.77%
iRhythm Technologies Inc IRTC 0.72%
Plug Power Inc PLUG 0.71%
MyoKardia Inc MYOK 0.70%
Natera Inc NTRA 0.67%
Meritage Homes Corp MTH 0.66%
Sunrun Inc RUN 0.64%

ATSNX pros

None that we could think of.

ATSNX cons

The following are ATSNX weaknesses from our perspective:

  • ATSNX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

Other relevant ATSNX comparisons

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VSGIX

VSGIX description

VSGIX performance & returns

YTD Return -32.00%
1-Month Return -9.50%
3-Month Return -21.41%
1-Year Return -21.41%
3-Year Return 2.02%
5-Year Return 6.28%
10-Year Return 9.89%
VSGIX expense ratio is N/A.

VSGIX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

VSGIX pros

The following are VSGIX strengths from our perspective:

  • VSGIX 10-year return is 9.89%, which is higher than the 10-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 9.81%.
  • VSGIX 15-year return is 7.26%, which is higher than the 15-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 7.01%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VSGIX cons

The following are VSGIX weaknesses from our perspective:

  • VSGIX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VSGIX comparisons

You may also want to check out the following VSGIX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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