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AOTAX vs VEMRX
AOTAX vs VEMRX Comparison
Open Charts AOTAX vs VEMRX
Virtus Emerging Markets Opps A
Price$26.81
Change-$0.38 (-1.40%)
VolumeN/A
Net Assets147.59M
Vanguard Emerging Mkts Stock Idx InsPlus
Price$91.21
Change+$0.82 (+0.91%)
VolumeN/A
Net Assets111.75B
AOTAX vs VEMRX Comparison Chart
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AOTAX vs. VEMRX commentary
Apr 18, 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: 112B vs. AOTAX (148M). 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 : 8.52 vs. AOTAX (-2.51). VEMRX (34.50) and AOTAX (34.45) 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 | -3.718 | -1.490 | 249% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 112B | 0% |
| Annual Yield % from dividends | 5.86 | 3.14 | 187% |
| Returns for 1 year | -2.51 | 8.52 | -29% |
| Returns for 3 years | -0.37 | 3.00 | -12% |
| Returns for 5 years | 34.45 | 34.50 | 100% |
| Returns for 10 years | 17.40 | 19.05 | 91% |
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