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AOTAX vs VEMRX
AOTAX vs VEMRX Comparison
Open Charts AOTAX vs VEMRX
Virtus Emerging Markets Opps A
Price$29.96
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets156.83M
Vanguard Emerging Mkts Stock Idx InsPlus
Price$101.25
Change+$0.36 (+0.36%)
VolumeN/A
Net Assets116.44B
AOTAX vs VEMRX Comparison Chart
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AOTAX vs. VEMRX 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 VEMRX is a Hold.
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 116B vs. AOTAX (157M). AOTAX pays higher dividends than VEMRX: AOTAX (5.65) vs VEMRX (3.02). AOTAX was incepted earlier than VEMRX: AOTAX (19 years) vs VEMRX (14 years). AOTAX (1.50) is less costly to investors than VEMRX (0.07). AOTAX is a more actively managed with annual turnover of: 99.00 vs. VEMRX (8.00). 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 : 12.26 vs. AOTAX (3.11). AOTAX return over 5 years is better than : 34.75 vs. VEMRX (31.92).
| AOTAX | VEMRX | AOTAX / VEMRX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.50 | 0.07 | 2,143% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 5.843 | 8.560 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 116B | 0% |
| Annual Yield % from dividends | 5.65 | 3.02 | 187% |
| Returns for 1 year | 3.11 | 12.26 | 25% |
| Returns for 3 years | 16.34 | 17.65 | 93% |
| Returns for 5 years | 34.75 | 31.92 | 109% |
| Returns for 10 years | 38.17 | 38.63 | 99% |
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