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AWTIX vs GOFIX
AWTIX vs GOFIX Comparison
Open Charts AWTIX vs GOFIX
Virtus Duff & Phelps Water Inst
Price$21.19
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets578.05M
AWTIX vs GOFIX Comparison Chart in %
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AWTIX 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 AWTIX is a StrongBuy and GOFIX is a Hold.
FUNDAMENTALS
Fundamentals
GOFIX has more cash in the bank: 1.44B vs. AWTIX (578M). GOFIX pays higher dividends than AWTIX: GOFIX (2.94) vs AWTIX (0.70). AWTIX was incepted earlier than GOFIX: AWTIX (17 years) vs GOFIX (14 years). AWTIX (1.23) is less costly to investors than GOFIX (0.72). GOFIX is a more actively managed with annual turnover of: 48.00 vs. AWTIX (22.00). AWTIX (1000000) and GOFIX (1000000) have matching initial minimum investment requirements. GOFIX annual gain was more profitable for investors over the last year : 3.46 vs. AWTIX (2.45). AWTIX return over 5 years is better than : 29.05 vs. GOFIX (21.95).
| AWTIX | GOFIX | AWTIX / GOFIX | |
| Total Expense Ratio | 0.93 | 0.72 | 129% |
| Annual Report Gross Expense Ratio | 1.23 | 0.72 | 171% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 14.602 | 10.153 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 1.44B | 40% |
| Annual Yield % from dividends | 0.70 | 2.94 | 24% |
| Returns for 1 year | 2.45 | 3.46 | 71% |
| Returns for 3 years | 23.37 | -12.45 | -188% |
| Returns for 5 years | 29.05 | 21.95 | 132% |
| Returns for 10 years | 84.27 | 111.19 | 76% |