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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$17.25
Change+$0.89 (+5.44%)
VolumeN/A
Net Assets493.79M
Vanguard Materials Index Admiral
Price$90.95
Change+$7.44 (+8.91%)
VolumeN/A
Net Assets3.81B
AWTCX vs VMIAX Comparison Chart
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AWTCX vs. VMIAX commentary
Apr 10, 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 Hold and VMIAX is a Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.81B vs. AWTCX (494M). VMIAX pays higher dividends than AWTCX: VMIAX (1.77) 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). AWTCX annual gain was more profitable for investors over the last year : -14.68 vs. VMIAX (-16.80). VMIAX return over 5 years is better than : 55.37 vs. AWTCX (15.29).
| 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 | -6.406 | -10.103 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 3.81B | 13% |
| Annual Yield % from dividends | 0.00 | 1.77 | - |
| Returns for 1 year | -14.68 | -16.80 | 87% |
| Returns for 3 years | -10.76 | -12.39 | 87% |
| Returns for 5 years | 15.29 | 55.37 | 28% |
| Returns for 10 years | 30.97 | 53.71 | 58% |
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