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AOTAX vs VEMRX
AOTAX vs VEMRX Comparison
Open Charts AOTAX vs VEMRX
Virtus Emerging Markets Opps A
Price$28.80
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets154.21M
Vanguard Emerging Mkts Stock Idx InsPlus
Price$96.85
Change-$0.26 (-0.27%)
VolumeN/A
Net Assets112.08B
AOTAX vs VEMRX Comparison Chart
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AOTAX vs. VEMRX commentary
May 09, 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: 112B vs. AOTAX (154M). AOTAX pays higher dividends than VEMRX: AOTAX (5.86) vs VEMRX (3.14). 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 : 9.22 vs. AOTAX (0.54). AOTAX (40.12) and VEMRX (40.08) have equivalent 5 years return.
| 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 | 2.797 | 4.492 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 112B | 0% |
| Annual Yield % from dividends | 5.86 | 3.14 | 187% |
| Returns for 1 year | 0.54 | 9.22 | 6% |
| Returns for 3 years | 19.73 | 21.39 | 92% |
| Returns for 5 years | 40.12 | 40.08 | 100% |
| Returns for 10 years | 26.99 | 26.23 | 103% |
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