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AWTAX vs PRNEX
AWTAX vs PRNEX Comparison
Open Charts AWTAX vs PRNEX
Virtus Duff & Phelps Water A
Price$20.66
Change-$0.27 (-1.29%)
VolumeN/A
Net Assets570.86M
T. Rowe Price New Era
Price$39.69
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets2.38B
AWTAX vs PRNEX Comparison Chart
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AWTAX vs. PRNEX commentary
Jun 14, 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 Hold and PRNEX is a Buy.
FUNDAMENTALS
Fundamentals
PRNEX has more cash in the bank: 2.38B vs. AWTAX (571M). PRNEX pays higher dividends than AWTAX: PRNEX (2.05) vs AWTAX (0.28). AWTAX was incepted earlier than PRNEX: AWTAX (17 years) vs PRNEX (56 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. PRNEX annual gain was more profitable for investors over the last year : 2.11 vs. AWTAX (-0.89). PRNEX return over 5 years is better than : 64.75 vs. AWTAX (37.09).
| 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 | 56 years | - |
| Gain YTD | 10.274 | 6.324 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 2.38B | 24% |
| Annual Yield % from dividends | 0.28 | 2.05 | 14% |
| Returns for 1 year | -0.89 | 2.11 | -42% |
| Returns for 3 years | 30.54 | 6.28 | 486% |
| Returns for 5 years | 37.09 | 64.75 | 57% |
| Returns for 10 years | 65.76 | 34.87 | 189% |
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