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AWTAX vs GOFIX
AWTAX vs GOFIX Comparison
Open Charts AWTAX vs GOFIX
Virtus Duff & Phelps Water A
Price$21.70
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets577.97M
AWTAX vs GOFIX Comparison Chart in %
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AWTAX vs. GOFIX commentary
Sep 09, 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 StrongBuy and GOFIX is a Hold.
FUNDAMENTALS
Fundamentals
GOFIX has more cash in the bank: 1.44B vs. AWTAX (578M). GOFIX pays higher dividends than AWTAX: GOFIX (2.94) vs AWTAX (0.27). AWTAX was incepted earlier than GOFIX: AWTAX (17 years) vs GOFIX (14 years). AWTAX (1.48) is less costly to investors than GOFIX (0.72). GOFIX is a more actively managed with annual turnover of: 48.00 vs. AWTAX (22.00). AWTAX has a lower initial minimum investment than GOFIX: AWTAX (2500) vs GOFIX (1000000). GOFIX annual gain was more profitable for investors over the last year : 3.46 vs. AWTAX (1.42). AWTAX return over 5 years is better than : 28.61 vs. GOFIX (21.95).
| AWTAX | GOFIX | AWTAX / GOFIX | |
| Total Expense Ratio | 1.22 | 0.72 | 169% |
| Annual Report Gross Expense Ratio | 1.48 | 0.72 | 206% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 14.278 | 10.153 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 1.44B | 40% |
| Annual Yield % from dividends | 0.27 | 2.94 | 9% |
| Returns for 1 year | 1.42 | 3.46 | 41% |
| Returns for 3 years | 27.22 | -12.45 | -219% |
| Returns for 5 years | 28.61 | 21.95 | 130% |
| Returns for 10 years | 83.76 | 111.19 | 75% |