Interact to see
Advertisement
Advertisement
AWTAX vs VMIAX
AWTAX vs VMIAX Comparison
Open Charts AWTAX vs VMIAX
AWTAX vs VMIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. VMIAX commentary
Jul 11, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.49B vs. AWTAX (498M). VMIAX pays higher dividends than AWTAX: VMIAX (1.39) vs AWTAX (0.83). AWTAX was incepted earlier than VMIAX: AWTAX (18 years) vs VMIAX (22 years). AWTAX (1.49) is less costly to investors than VMIAX (0.09). AWTAX is a more actively managed with annual turnover of: 29.00 vs. VMIAX (7.00). 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 : 10.20 vs. AWTAX (-9.34). VMIAX return over 5 years is better than : 23.89 vs. AWTAX (-12.56).
| AWTAX | VMIAX | AWTAX / VMIAX | |
| Total Expense Ratio | 1.22 | 0.09 | 1,356% |
| Annual Report Gross Expense Ratio | 1.49 | 0.09 | 1,656% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 0.369 | 8.258 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 4.49B | 11% |
| Annual Yield % from dividends | 0.83 | 1.39 | 60% |
| Returns for 1 year | -9.34 | 10.20 | -92% |
| Returns for 3 years | 1.24 | 24.54 | 5% |
| Returns for 5 years | -12.56 | 23.89 | -53% |
| Returns for 10 years | 44.04 | 111.29 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement