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AWTCX vs VMIAX
AWTCX vs VMIAX Comparison
Open Charts AWTCX vs VMIAX
Virtus Duff & Phelps Water C
Price$19.73
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets579.01M
Vanguard Materials Index Admiral
Price$103.14
Change+$0.10 (+0.10%)
VolumeN/A
Net Assets3.66B
AWTCX vs VMIAX Comparison Chart in %
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AWTCX vs. VMIAX commentary
Jul 06, 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: 3.66B vs. AWTCX (579M). VMIAX pays higher dividends than AWTCX: VMIAX (1.71) 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 : 5.38 vs. AWTCX (2.76). VMIAX return over 5 years is better than : 65.10 vs. AWTCX (28.98).
| 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 | 11.848 | 7.763 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 3.66B | 16% |
| Annual Yield % from dividends | 0.00 | 1.71 | - |
| Returns for 1 year | 2.76 | 5.38 | 51% |
| Returns for 3 years | 25.67 | 25.55 | 100% |
| Returns for 5 years | 28.98 | 65.10 | 45% |
| Returns for 10 years | 61.62 | 89.67 | 69% |