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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$19.01
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets572.67M
Vanguard Materials Index Admiral
Price$96.66
Change-$1.34 (-1.37%)
VolumeN/A
Net Assets3.58B
AWTCX vs VMIAX Comparison Chart
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AWTCX vs. VMIAX commentary
May 22, 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: 3.58B vs. AWTCX (573M). VMIAX pays higher dividends than AWTCX: VMIAX (1.80) 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 : -5.09 vs. AWTCX (-6.16). VMIAX return over 5 years is better than : 70.17 vs. AWTCX (35.78).
| 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 | 8.844 | 2.393 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 3.58B | 16% |
| Annual Yield % from dividends | 0.00 | 1.80 | - |
| Returns for 1 year | -6.16 | -5.09 | 121% |
| Returns for 3 years | 17.22 | 7.51 | 229% |
| Returns for 5 years | 35.78 | 70.17 | 51% |
| Returns for 10 years | 48.66 | 71.24 | 68% |
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