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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$17.94
Change-$0.13 (-0.72%)
VolumeN/A
Net Assets587.35M
Vanguard Materials Index Admiral
Price$100.84
Change-$0.76 (-0.75%)
VolumeN/A
Net Assets3.83B
AWTCX vs VMIAX Comparison Chart
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AWTCX vs. VMIAX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.83B vs. AWTCX (587M). 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 : 8.30 vs. AWTCX (0.39). VMIAX return over 5 years is better than : 52.92 vs. AWTCX (6.27).
| 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 | 1.701 | 5.360 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 3.83B | 15% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 0.39 | 8.30 | 5% |
| Returns for 3 years | -7.00 | 9.07 | -77% |
| Returns for 5 years | 6.27 | 52.92 | 12% |
| Returns for 10 years | 47.68 | 88.25 | 54% |
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