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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$96.67
Change+$0.97 (+1.01%)
VolumeN/A
CapitalizationN/A
AWTCX vs VMIAX Comparison Chart
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AWTCX vs. VMIAX commentary
Dec 24, 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 AWTCX is a Hold and VMIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.38B vs. AWTCX (586M). VMIAX pays higher dividends than AWTCX: VMIAX (1.59) vs AWTCX (0.00). AWTCX was incepted earlier than VMIAX: AWTCX (17 years) vs VMIAX (21 years). AWTCX is a more actively managed with annual turnover of: 19.00 vs. VMIAX (5.00). 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 : 0.79 vs. AWTCX (-1.55). VMIAX return over 5 years is better than : 43.31 vs. AWTCX (10.47).
| AWTCX | VMIAX | AWTCX / 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 | -2.253 | 0.292 | -771% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 4.38B | 13% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | -1.55 | 0.79 | -196% |
| Returns for 3 years | -14.14 | 1.10 | -1,290% |
| Returns for 5 years | 10.47 | 43.31 | 24% |
| Returns for 10 years | 43.39 | 75.77 | 57% |
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