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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$19.15
Change-$0.24 (-1.24%)
VolumeN/A
Net Assets570.86M
Vanguard Materials Index Admiral
Price$98.18
Change-$1.42 (-1.43%)
VolumeN/A
Net Assets3.66B
AWTCX vs VMIAX Comparison Chart
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AWTCX vs. VMIAX commentary
Jun 14, 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: 3.66B vs. AWTCX (571M). VMIAX pays higher dividends than AWTCX: VMIAX (1.75) 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 : -0.32 vs. AWTCX (-2.17). VMIAX return over 5 years is better than : 66.23 vs. AWTCX (30.50).
| 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 | 9.921 | 4.064 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 3.66B | 16% |
| Annual Yield % from dividends | 0.00 | 1.75 | - |
| Returns for 1 year | -2.17 | -0.32 | 672% |
| Returns for 3 years | 26.73 | 15.89 | 168% |
| Returns for 5 years | 30.50 | 66.23 | 46% |
| Returns for 10 years | 54.06 | 76.93 | 70% |
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