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AWTAX vs VMIAX
AWTAX vs VMIAX Comparison
Open Charts AWTAX vs VMIAX
Virtus Duff & Phelps Water A
Price$21.36
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets558.85M
Vanguard Materials Index Admiral
Price$105.52
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets4.04B
AWTAX vs VMIAX Comparison Chart in %
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AWTAX vs. VMIAX commentary
Dec 13, 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 AWTAX is a Buy and VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.04B vs. AWTAX (559M). VMIAX pays higher dividends than AWTAX: VMIAX (1.61) vs AWTAX (0.27). AWTAX was incepted earlier than VMIAX: AWTAX (18 years) vs VMIAX (22 years). AWTAX (1.48) is less costly to investors than VMIAX (0.09). AWTAX is a more actively managed with annual turnover of: 22.00 vs. VMIAX (7.00). AWTAX has a lower initial minimum investment than VMIAX: AWTAX (2500) vs VMIAX (100000). VMIAX annual gain was more profitable for investors over the last year : 2.37 vs. AWTAX (-1.00). VMIAX return over 5 years is better than : 35.30 vs. AWTAX (14.02).
| AWTAX | VMIAX | AWTAX / VMIAX | |
| Total Expense Ratio | 1.22 | 0.09 | 1,356% |
| Annual Report Gross Expense Ratio | 1.48 | 0.09 | 1,644% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 12.961 | 10.344 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 4.04B | 14% |
| Annual Yield % from dividends | 0.27 | 1.61 | 17% |
| Returns for 1 year | -1.00 | 2.37 | -42% |
| Returns for 3 years | 17.01 | 16.79 | 101% |
| Returns for 5 years | 14.02 | 35.30 | 40% |
| Returns for 10 years | 74.76 | 122.47 | 61% |
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