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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$20.03
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets586.2M
Vanguard Materials Index Admiral
Price$103.76
Change-$0.16 (-0.15%)
VolumeN/A
Net Assets3.9B
AWTCX vs VMIAX Comparison Chart in %
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AWTCX vs. VMIAX commentary
Aug 16, 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 Buy and VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.9B vs. AWTCX (586M). VMIAX pays higher dividends than AWTCX: VMIAX (1.71) vs AWTCX (0.00). AWTCX was incepted earlier than VMIAX: AWTCX (17 years) vs VMIAX (22 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 : 3.26 vs. AWTCX (-0.69). VMIAX return over 5 years is better than : 51.97 vs. AWTCX (20.77).
| 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 | 22 years | - |
| Gain YTD | 14.002 | 8.578 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 3.9B | 15% |
| Annual Yield % from dividends | 0.00 | 1.71 | - |
| Returns for 1 year | -0.69 | 3.26 | -21% |
| Returns for 3 years | 11.78 | 13.97 | 84% |
| Returns for 5 years | 20.77 | 51.97 | 40% |
| Returns for 10 years | 63.14 | 101.69 | 62% |
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