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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
Jun 04, 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 StrongBuy and VMIAX is a Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.54B vs. AWTAX (485M). VMIAX pays higher dividends than AWTAX: VMIAX (1.37) vs AWTAX (0.87). 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 : 20.86 vs. AWTAX (-11.26). VMIAX return over 5 years is better than : 21.11 vs. AWTAX (-14.74).
| 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 | -4.529 | 11.598 | -39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 4.54B | 11% |
| Annual Yield % from dividends | 0.87 | 1.37 | 63% |
| Returns for 1 year | -11.26 | 20.86 | -54% |
| Returns for 3 years | -1.23 | 34.38 | -4% |
| Returns for 5 years | -14.74 | 21.11 | -70% |
| Returns for 10 years | 36.51 | 122.01 | 30% |
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