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AOTAX vs VEMAX
AOTAX vs VEMAX Comparison
Open Charts AOTAX vs VEMAX
Virtus Emerging Markets Opps A
Price$31.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets172.04M
Vanguard Emerging Mkts Stock Idx Adm
Price$41.21
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets124.04B
AOTAX vs VEMAX Comparison Chart in %
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AOTAX vs. VEMAX commentary
Jul 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 124B vs. AOTAX (172M). AOTAX pays higher dividends than VEMAX: AOTAX (5.31) vs VEMAX (2.76). 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 : 11.95 vs. AOTAX (4.43). AOTAX return over 5 years is better than : 28.03 vs. VEMAX (26.09).
| 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 | 10.623 | 12.149 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 124B | 0% |
| Annual Yield % from dividends | 5.31 | 2.76 | 192% |
| Returns for 1 year | 4.43 | 11.95 | 37% |
| Returns for 3 years | 31.39 | 31.05 | 101% |
| Returns for 5 years | 28.03 | 26.09 | 107% |
| Returns for 10 years | 48.71 | 46.09 | 106% |
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