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AOTAX vs VEMIX
AOTAX vs VEMIX Comparison
Open Charts AOTAX vs VEMIX
Virtus Emerging Markets Opps A
Price$29.96
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets156.83M
Vanguard Emerging Mkts Stock Idx Instl
Price$30.44
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets116.44B
AOTAX vs VEMIX Comparison Chart
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AOTAX vs. VEMIX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 116B vs. AOTAX (157M). AOTAX pays higher dividends than VEMIX: AOTAX (5.65) vs VEMIX (3.00). AOTAX was incepted earlier than VEMIX: AOTAX (19 years) vs VEMIX (25 years). AOTAX (1.50) is less costly to investors than VEMIX (0.09). AOTAX is a more actively managed with annual turnover of: 99.00 vs. VEMIX (8.00). 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 : 12.28 vs. AOTAX (3.11). AOTAX return over 5 years is better than : 34.75 vs. VEMIX (31.86).
| AOTAX | VEMIX | AOTAX / VEMIX | |
| Total Expense Ratio | 1.29 | 0.09 | 1,433% |
| Annual Report Gross Expense Ratio | 1.50 | 0.09 | 1,667% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.843 | 8.549 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 116B | 0% |
| Annual Yield % from dividends | 5.65 | 3.00 | 188% |
| Returns for 1 year | 3.11 | 12.28 | 25% |
| Returns for 3 years | 16.34 | 17.60 | 93% |
| Returns for 5 years | 34.75 | 31.86 | 109% |
| Returns for 10 years | 38.17 | 38.47 | 99% |
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