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AOTAX vs VEMIX
AOTAX vs VEMIX Comparison
Open Charts AOTAX vs VEMIX
Virtus Emerging Markets Opps A
Price$28.47
Change+$0.25 (+0.89%)
VolumeN/A
Net Assets160.74M
Vanguard Emerging Mkts Stock Idx Instl
Price$27.72
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets108.96B
AOTAX vs VEMIX Comparison Chart
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AOTAX vs. VEMIX commentary
Jan 19, 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: 109B vs. AOTAX (161M). 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 : 13.87 vs. AOTAX (11.12). AOTAX return over 5 years is better than : 12.21 vs. VEMIX (5.94).
| 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 | 0.814 | -0.858 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 109B | 0% |
| Annual Yield % from dividends | 2.96 | 3.46 | 85% |
| Returns for 1 year | 11.12 | 13.87 | 80% |
| Returns for 3 years | -4.24 | -5.24 | 81% |
| Returns for 5 years | 12.21 | 5.94 | 206% |
| Returns for 10 years | 31.91 | 29.54 | 108% |
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