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AWTAX vs VMIAX
AWTAX vs VMIAX Comparison
Open Charts AWTAX vs VMIAX
Virtus Duff & Phelps Water A
Price$19.13
Change+$0.09 (+0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$96.67
Change+$0.97 (+1.01%)
VolumeN/A
CapitalizationN/A
AWTAX vs VMIAX Comparison Chart
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AWTAX vs. VMIAX commentary
Dec 22, 2024
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 AWTAX is a Hold and VMIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.38B vs. AWTAX (586M). VMIAX pays higher dividends than AWTAX: VMIAX (1.59) vs AWTAX (0.58). AWTAX was incepted earlier than VMIAX: AWTAX (17 years) vs VMIAX (21 years). AWTAX is a more actively managed with annual turnover of: 19.00 vs. VMIAX (5.00). AWTAX has a lower initial minimum investment than VMIAX: AWTAX (2500) vs VMIAX (100000). VMIAX annual gain was more profitable for investors over the last year : 0.79 vs. AWTAX (-0.28). VMIAX return over 5 years is better than : 43.31 vs. AWTAX (15.97).
| AWTAX | VMIAX | AWTAX / VMIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | -0.999 | 0.292 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 4.38B | 13% |
| Annual Yield % from dividends | 0.58 | 1.59 | 37% |
| Returns for 1 year | -0.28 | 0.79 | -35% |
| Returns for 3 years | -11.55 | 1.10 | -1,053% |
| Returns for 5 years | 15.97 | 43.31 | 37% |
| Returns for 10 years | 54.23 | 75.77 | 72% |
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