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AWTIX vs TRNEX
AWTIX vs TRNEX Comparison
Open Charts AWTIX vs TRNEX
Virtus Duff & Phelps Water Inst
Price$18.68
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets579.3M
T. Rowe Price New Era I
Price$39.94
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets2.49B
AWTIX vs TRNEX Comparison Chart
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AWTIX vs. TRNEX commentary
Jan 19, 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 Hold and TRNEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.49B vs. AWTIX (579M). TRNEX pays higher dividends than AWTIX: TRNEX (2.97) vs AWTIX (0.86). AWTIX was incepted earlier than TRNEX: AWTIX (17 years) vs TRNEX (9 years). TRNEX is a more actively managed with annual turnover of: 82.80 vs. AWTIX (19.00). TRNEX has a lower initial minimum investment than AWTIX: TRNEX (500000) vs AWTIX (1000000). TRNEX annual gain was more profitable for investors over the last year : 15.17 vs. AWTIX (1.80). TRNEX return over 5 years is better than : 30.92 vs. AWTIX (12.35).
| AWTIX | TRNEX | AWTIX / TRNEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 0.703 | 7.626 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 2.49B | 23% |
| Annual Yield % from dividends | 0.86 | 2.97 | 29% |
| Returns for 1 year | 1.80 | 15.17 | 12% |
| Returns for 3 years | -6.75 | 6.62 | -102% |
| Returns for 5 years | 12.35 | 30.92 | 40% |
| Returns for 10 years | 58.14 | N/A | - |
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