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AOTAX vs VEMAX
AOTAX vs VEMAX Comparison
Open Charts AOTAX vs VEMAX
Virtus Emerging Markets Opps A
Price$29.96
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets156.83M
Vanguard Emerging Mkts Stock Idx Adm
Price$40.03
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets116.44B
AOTAX vs VEMAX Comparison Chart
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AOTAX vs. VEMAX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AOTAX is a Buy and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 116B vs. AOTAX (157M). AOTAX pays higher dividends than VEMAX: AOTAX (5.65) vs VEMAX (2.96). AOTAX was incepted earlier than VEMAX: AOTAX (19 years) vs VEMAX (19 years). AOTAX (1.50) is less costly to investors than VEMAX (0.13). AOTAX is a more actively managed with annual turnover of: 99.00 vs. VEMAX (8.00). AOTAX has a lower initial minimum investment than VEMAX: AOTAX (2500) vs VEMAX (3000). VEMAX annual gain was more profitable for investors over the last year : 12.21 vs. AOTAX (3.11). AOTAX return over 5 years is better than : 34.75 vs. VEMAX (31.65).
| AOTAX | VEMAX | AOTAX / VEMAX | |
| Total Expense Ratio | 1.29 | 0.13 | 992% |
| Annual Report Gross Expense Ratio | 1.50 | 0.13 | 1,154% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.843 | 8.523 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 116B | 0% |
| Annual Yield % from dividends | 5.65 | 2.96 | 191% |
| Returns for 1 year | 3.11 | 12.21 | 26% |
| Returns for 3 years | 16.34 | 17.49 | 93% |
| Returns for 5 years | 34.75 | 31.65 | 110% |
| Returns for 10 years | 38.17 | 38.23 | 100% |
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