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AWTCX vs TRNEX
AWTCX vs TRNEX Comparison
Open Charts AWTCX vs TRNEX
Virtus Duff & Phelps Water C
Price$19.01
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets572.67M
T. Rowe Price New Era I
Price$37.48
Change-$0.48 (-1.26%)
VolumeN/A
Net Assets2.29B
AWTCX vs TRNEX Comparison Chart
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AWTCX vs. TRNEX commentary
May 22, 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 Buy and TRNEX is a Hold.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.29B vs. AWTCX (573M). TRNEX pays higher dividends than AWTCX: TRNEX (2.35) vs AWTCX (0.00). AWTCX was incepted earlier than TRNEX: AWTCX (17 years) vs TRNEX (9 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 : -6.16 vs. TRNEX (-6.85). TRNEX return over 5 years is better than : 67.24 vs. AWTCX (35.78).
| 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 | 9 years | - |
| Gain YTD | 8.844 | 2.290 | 386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 2.29B | 25% |
| Annual Yield % from dividends | 0.00 | 2.35 | - |
| Returns for 1 year | -6.16 | -6.85 | 90% |
| Returns for 3 years | 17.22 | 0.67 | 2,552% |
| Returns for 5 years | 35.78 | 67.24 | 53% |
| Returns for 10 years | 48.66 | N/A | - |
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