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AWTAX vs PRNEX
AWTAX vs PRNEX Comparison
Open Charts AWTAX vs PRNEX
Virtus Duff & Phelps Water A
Price$21.30
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets579.01M
T. Rowe Price New Era
Price$40.11
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets2.39B
AWTAX vs PRNEX Comparison Chart in %
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AWTAX vs. PRNEX commentary
Jul 07, 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 PRNEX is a Buy.
FUNDAMENTALS
Fundamentals
PRNEX has more cash in the bank: 2.39B vs. AWTAX (579M). PRNEX pays higher dividends than AWTAX: PRNEX (1.97) vs AWTAX (0.28). AWTAX was incepted earlier than PRNEX: AWTAX (17 years) vs PRNEX (57 years). AWTAX (1.48) is less costly to investors than PRNEX (0.77). PRNEX is a more actively managed with annual turnover of: 24.30 vs. AWTAX (22.00). AWTAX (2500) and PRNEX (2500) have matching initial minimum investment requirements. AWTAX annual gain was more profitable for investors over the last year : 4.06 vs. PRNEX (1.25). PRNEX return over 5 years is better than : 66.14 vs. AWTAX (35.37).
| AWTAX | PRNEX | AWTAX / PRNEX | |
| Total Expense Ratio | 1.22 | 0.77 | 158% |
| Annual Report Gross Expense Ratio | 1.48 | 0.77 | 192% |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | 12.223 | 7.939 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 2.39B | 24% |
| Annual Yield % from dividends | 0.28 | 1.97 | 14% |
| Returns for 1 year | 4.06 | 1.25 | 324% |
| Returns for 3 years | 29.35 | 16.02 | 183% |
| Returns for 5 years | 35.37 | 66.14 | 53% |
| Returns for 10 years | 73.89 | 46.16 | 160% |
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