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AOTAX vs VEMAX
AOTAX vs VEMAX Comparison
Open Charts AOTAX vs VEMAX
Virtus Emerging Markets Opps A
Price$28.80
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets154.21M
Vanguard Emerging Mkts Stock Idx Adm
Price$38.29
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets112.08B
AOTAX vs VEMAX Comparison Chart
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AOTAX vs. VEMAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 112B vs. AOTAX (154M). AOTAX pays higher dividends than VEMAX: AOTAX (5.86) vs VEMAX (3.07). 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 : 9.16 vs. AOTAX (0.54). AOTAX (40.12) and VEMAX (39.83) 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 | 2.797 | 4.468 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 112B | 0% |
| Annual Yield % from dividends | 5.86 | 3.07 | 190% |
| Returns for 1 year | 0.54 | 9.16 | 6% |
| Returns for 3 years | 19.73 | 21.24 | 93% |
| Returns for 5 years | 40.12 | 39.83 | 101% |
| Returns for 10 years | 26.99 | 25.87 | 104% |
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