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AWTAX vs VMIAX
AWTAX vs VMIAX Comparison
Open Charts AWTAX vs VMIAX
Virtus Duff & Phelps Water A
Price$21.63
Change+$0.15 (+0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$106.64
Change+$1.35 (+1.28%)
VolumeN/A
CapitalizationN/A
AWTAX vs VMIAX Comparison Chart
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AWTAX vs. VMIAX commentary
Nov 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 StrongBuy and VMIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.23B vs. AWTAX (633M). 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 : 17.36 vs. AWTAX (15.71). VMIAX return over 5 years is better than : 60.25 vs. AWTAX (33.32).
| 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 | 10.836 | 9.186 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 4.23B | 15% |
| Annual Yield % from dividends | 0.58 | 1.59 | 37% |
| Returns for 1 year | 15.71 | 17.36 | 91% |
| Returns for 3 years | -9.40 | 7.59 | -124% |
| Returns for 5 years | 33.32 | 60.25 | 55% |
| Returns for 10 years | 72.66 | 87.45 | 83% |
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