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AOTAX vs VEMIX
AOTAX vs VEMIX Comparison
Open Charts AOTAX vs VEMIX
Virtus Emerging Markets Opps A
Price$29.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets163.62M
Vanguard Emerging Mkts Stock Idx Instl
Price$29.23
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets109.55B
AOTAX vs VEMIX Comparison Chart
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AOTAX vs. VEMIX commentary
Feb 23, 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 VEMIX is a Buy.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 110B vs. AOTAX (164M). VEMIX pays higher dividends than AOTAX: VEMIX (3.46) vs AOTAX (2.96). AOTAX was incepted earlier than VEMIX: AOTAX (19 years) vs VEMIX (25 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. VEMIX (5.00). AOTAX has a lower initial minimum investment than VEMIX: AOTAX (2500) vs VEMIX (5000000). VEMIX annual gain was more profitable for investors over the last year : 13.59 vs. AOTAX (4.05). AOTAX return over 5 years is better than : 20.02 vs. VEMIX (17.99).
| AOTAX | VEMIX | AOTAX / VEMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 3.010 | 4.542 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 110B | 0% |
| Annual Yield % from dividends | 2.96 | 3.46 | 85% |
| Returns for 1 year | 4.05 | 13.59 | 30% |
| Returns for 3 years | 0.06 | 2.16 | 3% |
| Returns for 5 years | 20.02 | 17.99 | 111% |
| Returns for 10 years | 31.48 | 31.69 | 99% |