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AOTAX vs VEMAX
AOTAX vs VEMAX Comparison
Open Charts AOTAX vs VEMAX
Virtus Emerging Markets Opps A
Price$26.81
Change-$0.38 (-1.40%)
VolumeN/A
Net Assets147.59M
Vanguard Emerging Mkts Stock Idx Adm
Price$35.74
Change-$0.45 (-1.24%)
VolumeN/A
Net Assets111.75B
AOTAX vs VEMAX Comparison Chart
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AOTAX vs. VEMAX commentary
Apr 18, 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: 112B vs. AOTAX (148M). AOTAX pays higher dividends than VEMAX: AOTAX (5.86) vs VEMAX (3.08). 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 : 8.45 vs. AOTAX (-2.51). AOTAX (34.45) and VEMAX (34.21) have equivalent 5 years return.
| 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 | -3.718 | -1.518 | 245% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 112B | 0% |
| Annual Yield % from dividends | 5.86 | 3.08 | 190% |
| Returns for 1 year | -2.51 | 8.45 | -30% |
| Returns for 3 years | -0.37 | 2.84 | -13% |
| Returns for 5 years | 34.45 | 34.21 | 101% |
| Returns for 10 years | 17.40 | 18.69 | 93% |
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