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AWTCX vs TRNEX
AWTCX vs TRNEX Comparison
Open Charts AWTCX vs TRNEX
Virtus Duff & Phelps Water C
Price$19.73
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets577.17M
T. Rowe Price New Era I
Price$40.10
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets2.4B
AWTCX vs TRNEX Comparison Chart in %
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AWTCX vs. TRNEX commentary
Jul 05, 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 AWTCX is a StrongBuy and TRNEX is a Buy.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.4B vs. AWTCX (577M). TRNEX pays higher dividends than AWTCX: TRNEX (2.18) vs AWTCX (0.00). AWTCX was incepted earlier than TRNEX: AWTCX (17 years) vs TRNEX (10 years). AWTCX (2.24) is less costly to investors than TRNEX (0.57). TRNEX is a more actively managed with annual turnover of: 24.30 vs. AWTCX (22.00). AWTCX has a lower initial minimum investment than TRNEX: AWTCX (2500) vs TRNEX (500000). AWTCX annual gain was more profitable for investors over the last year : 2.45 vs. TRNEX (1.57). TRNEX return over 5 years is better than : 67.55 vs. AWTCX (28.59).
| AWTCX | TRNEX | AWTCX / TRNEX | |
| Total Expense Ratio | 1.97 | 0.57 | 346% |
| Annual Report Gross Expense Ratio | 2.24 | 0.57 | 393% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 11.508 | 8.165 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 2.4B | 24% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 2.45 | 1.57 | 156% |
| Returns for 3 years | 25.29 | 16.79 | 151% |
| Returns for 5 years | 28.59 | 67.55 | 42% |
| Returns for 10 years | 61.13 | N/A | - |
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