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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$19.58
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets571.88M
Vanguard Materials Index Admiral
Price$104.30
Change+$1.18 (+1.14%)
VolumeN/A
Net Assets3.88B
AWTCX vs VMIAX Comparison Chart in %
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AWTCX vs. VMIAX commentary
Jul 26, 2025
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 AWTCX is a StrongBuy and VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.88B vs. AWTCX (572M). VMIAX pays higher dividends than AWTCX: VMIAX (1.71) vs AWTCX (0.00). AWTCX was incepted earlier than VMIAX: AWTCX (17 years) vs VMIAX (21 years). AWTCX (2.24) is less costly to investors than VMIAX (0.09). AWTCX is a more actively managed with annual turnover of: 22.00 vs. VMIAX (12.00). AWTCX has a lower initial minimum investment than VMIAX: AWTCX (2500) vs VMIAX (100000). VMIAX annual gain was more profitable for investors over the last year : 2.48 vs. AWTCX (-3.02). VMIAX return over 5 years is better than : 55.07 vs. AWTCX (21.24).
| AWTCX | VMIAX | AWTCX / VMIAX | |
| Total Expense Ratio | 1.97 | 0.09 | 2,189% |
| Annual Report Gross Expense Ratio | 2.24 | 0.09 | 2,489% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 10.884 | 7.742 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 3.88B | 15% |
| Annual Yield % from dividends | 0.00 | 1.71 | - |
| Returns for 1 year | -3.02 | 2.48 | -122% |
| Returns for 3 years | 18.19 | 23.84 | 76% |
| Returns for 5 years | 21.24 | 55.07 | 39% |
| Returns for 10 years | 61.41 | 101.34 | 61% |
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