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AWTAX vs PRNEX
AWTAX vs PRNEX Comparison
Open Charts AWTAX vs PRNEX
Virtus Duff & Phelps Water A
Price$20.50
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets572.67M
T. Rowe Price New Era
Price$37.50
Change-$0.49 (-1.29%)
VolumeN/A
Net Assets2.29B
AWTAX vs PRNEX Comparison Chart
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AWTAX vs. PRNEX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
PRNEX has more cash in the bank: 2.29B vs. AWTAX (573M). PRNEX pays higher dividends than AWTAX: PRNEX (2.13) vs AWTAX (0.29). 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. AWTAX annual gain was more profitable for investors over the last year : -4.98 vs. PRNEX (-7.02). PRNEX return over 5 years is better than : 66.09 vs. AWTAX (42.56).
| 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 | 9.115 | 2.234 | 408% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 2.29B | 25% |
| Annual Yield % from dividends | 0.29 | 2.13 | 14% |
| Returns for 1 year | -4.98 | -7.02 | 71% |
| Returns for 3 years | 20.70 | 0.13 | 16,267% |
| Returns for 5 years | 42.56 | 66.09 | 64% |
| Returns for 10 years | 59.85 | 25.87 | 231% |
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