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AOTAX vs VEMIX
AOTAX vs VEMIX Comparison
Open Charts AOTAX vs VEMIX
Virtus Emerging Markets Opps A
Price$26.81
Change-$0.38 (-1.40%)
VolumeN/A
Net Assets147.59M
Vanguard Emerging Mkts Stock Idx Instl
Price$27.17
Change-$0.35 (-1.27%)
VolumeN/A
Net Assets111.75B
AOTAX vs VEMIX Comparison Chart
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AOTAX vs. VEMIX commentary
Apr 18, 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: 112B vs. AOTAX (148M). AOTAX pays higher dividends than VEMIX: AOTAX (5.86) vs VEMIX (3.12). 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 : 8.51 vs. AOTAX (-2.51). AOTAX (34.45) and VEMIX (34.40) have equivalent 5 years return.
| 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 | -3.718 | -1.508 | 247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 112B | 0% |
| Annual Yield % from dividends | 5.86 | 3.12 | 188% |
| Returns for 1 year | -2.51 | 8.51 | -29% |
| Returns for 3 years | -0.37 | 2.95 | -12% |
| Returns for 5 years | 34.45 | 34.40 | 100% |
| Returns for 10 years | 17.40 | 18.89 | 92% |