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AWTAX vs VMIAX
AWTAX vs VMIAX Comparison
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AWTAX vs VMIAX Comparison Chart in %
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AWTAX vs. VMIAX commentary
Sep 10, 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 Buy and VMIAX is a Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.54B vs. AWTAX (477M). VMIAX pays higher dividends than AWTAX: VMIAX (1.34) vs AWTAX (0.84). AWTAX was incepted earlier than VMIAX: AWTAX (18 years) vs VMIAX (23 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 : 12.96 vs. AWTAX (-12.13). VMIAX return over 5 years is better than : 28.90 vs. AWTAX (-18.94).
| 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 | 23 years | - |
| Gain YTD | -0.421 | 13.528 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 4.54B | 11% |
| Annual Yield % from dividends | 0.84 | 1.34 | 62% |
| Returns for 1 year | -12.13 | 12.96 | -94% |
| Returns for 3 years | 4.82 | 32.17 | 15% |
| Returns for 5 years | -18.94 | 28.90 | -66% |
| Returns for 10 years | 40.36 | 124.42 | 32% |
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