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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$17.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets540.67M
Vanguard Materials Index Admiral
Price$107.30
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets4.04B
AWTCX vs VMIAX Comparison Chart in %
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AWTCX vs. VMIAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.04B vs. AWTCX (541M). VMIAX pays higher dividends than AWTCX: VMIAX (1.61) vs AWTCX (0.00). AWTCX was incepted earlier than VMIAX: AWTCX (18 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 (7.00). 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 : 10.29 vs. AWTCX (-0.45). VMIAX return over 5 years is better than : 36.07 vs. AWTCX (-2.77).
| 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 | 18 years | 22 years | - |
| Gain YTD | 0.624 | 12.110 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.04B | 13% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -0.45 | 10.29 | -4% |
| Returns for 3 years | 5.59 | 22.93 | 24% |
| Returns for 5 years | -2.77 | 36.07 | -8% |
| Returns for 10 years | 44.46 | 121.02 | 37% |
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