Ad is loading...
AOTAX vs VEMIX
AOTAX vs VEMIX Comparison
Open Charts AOTAX vs VEMIX
Virtus Emerging Markets Opps A
Price$28.38
Change-$2.17 (-7.10%)
VolumeN/A
CapitalizationN/A
Vanguard Emerging Mkts Stock Idx Instl
Price$28.69
Change-$0.40 (-1.38%)
VolumeN/A
CapitalizationN/A
AOTAX vs VEMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOTAX vs. VEMIX 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 VEMIX is a Hold.
FUNDAMENTALS
Fundamentals
VEMIX has more cash in the bank: 111B vs. AOTAX (166M). VEMIX pays higher dividends than AOTAX: VEMIX (3.46) vs AOTAX (2.96). AOTAX was incepted earlier than VEMIX: AOTAX (18 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 : 12.97 vs. AOTAX (11.61). AOTAX return over 5 years is better than : 19.24 vs. VEMIX (11.90).
| AOTAX | VEMIX | AOTAX / VEMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 8.410 | 11.012 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 111B | 0% |
| Annual Yield % from dividends | 2.96 | 3.46 | 85% |
| Returns for 1 year | 11.61 | 12.97 | 90% |
| Returns for 3 years | 0.81 | -0.77 | -105% |
| Returns for 5 years | 19.24 | 11.90 | 162% |
| Returns for 10 years | 38.27 | 34.52 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...