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AOTAX vs VEMAX
AOTAX vs VEMAX Comparison
Open Charts AOTAX vs VEMAX
Virtus Emerging Markets Opps A
Price$28.38
Change-$2.17 (-7.10%)
VolumeN/A
CapitalizationN/A
Vanguard Emerging Mkts Stock Idx Adm
Price$37.73
Change-$0.52 (-1.36%)
VolumeN/A
CapitalizationN/A
AOTAX vs VEMAX Comparison Chart
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AOTAX vs. VEMAX commentary
Dec 19, 2024
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: 111B vs. AOTAX (166M). VEMAX pays higher dividends than AOTAX: VEMAX (3.43) vs AOTAX (2.96). AOTAX was incepted earlier than VEMAX: AOTAX (18 years) vs VEMAX (19 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. VEMAX (5.00). 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 : 12.92 vs. AOTAX (11.61). AOTAX return over 5 years is better than : 19.24 vs. VEMAX (11.75).
| AOTAX | VEMAX | AOTAX / VEMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 8.410 | 10.975 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 111B | 0% |
| Annual Yield % from dividends | 2.96 | 3.43 | 86% |
| Returns for 1 year | 11.61 | 12.92 | 90% |
| Returns for 3 years | 0.81 | -0.86 | -94% |
| Returns for 5 years | 19.24 | 11.75 | 164% |
| Returns for 10 years | 38.27 | 34.28 | 112% |
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