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AWTAX vs GMOWX
AWTAX vs GMOWX Comparison
Open Charts AWTAX vs GMOWX
Virtus Duff & Phelps Water A
Price$21.30
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets579.01M
AWTAX vs GMOWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GMOWX has more cash in the bank: 1.41B vs. AWTAX (579M). GMOWX pays higher dividends than AWTAX: GMOWX (3.59) vs AWTAX (0.28). AWTAX was incepted earlier than GMOWX: AWTAX (17 years) vs GMOWX (3 years). AWTAX (1.48) is less costly to investors than GMOWX (0.62). GMOWX is a more actively managed with annual turnover of: 60.00 vs. AWTAX (22.00). AWTAX has a lower initial minimum investment than GMOWX: AWTAX (2500) vs GMOWX (750000000). AWTAX annual gain was more profitable for investors over the last year : 4.06 vs. GMOWX (-8.43).
| AWTAX | GMOWX | AWTAX / GMOWX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.48 | 0.62 | 239% |
| Fund Existence | 17 years | 3 years | - |
| Gain YTD | 12.223 | 4.221 | 290% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 750000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 1.41B | 41% |
| Annual Yield % from dividends | 0.28 | 3.59 | 8% |
| Returns for 1 year | 4.06 | -8.43 | -48% |
| Returns for 3 years | 29.35 | -13.54 | -217% |
| Returns for 5 years | 35.37 | N/A | - |
| Returns for 10 years | 73.89 | N/A | - |
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