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AOTAX vs VEMRX
AOTAX vs VEMRX Comparison
Open Charts AOTAX vs VEMRX
Virtus Emerging Markets Opps A
Price$29.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets163.62M
Vanguard Emerging Mkts Stock Idx InsPlus
Price$97.24
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets109.55B
AOTAX vs VEMRX Comparison Chart
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AOTAX vs. VEMRX 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 VEMRX is a Buy.
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 110B vs. AOTAX (164M). VEMRX pays higher dividends than AOTAX: VEMRX (3.48) vs AOTAX (2.96). AOTAX was incepted earlier than VEMRX: AOTAX (19 years) vs VEMRX (14 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. VEMRX (5.00). AOTAX has a lower initial minimum investment than VEMRX: AOTAX (2500) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 13.61 vs. AOTAX (4.05). AOTAX return over 5 years is better than : 20.02 vs. VEMRX (18.09).
| AOTAX | VEMRX | AOTAX / VEMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 3.010 | 4.559 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 110B | 0% |
| Annual Yield % from dividends | 2.96 | 3.48 | 85% |
| Returns for 1 year | 4.05 | 13.61 | 30% |
| Returns for 3 years | 0.06 | 2.20 | 3% |
| Returns for 5 years | 20.02 | 18.09 | 111% |
| Returns for 10 years | 31.48 | 31.90 | 99% |
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