Virtus Water Fund (AWTAX) Alternatives
Virtus Water Fund (AWTAX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AWTAX
AWTAX charges 1.22% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among AWTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | AWTAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | AWTAX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | AWTAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | AWTAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | AWTAX vs PRNEX |
Best Risk-Adjusted Alternatives to AWTAX
Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | AWTAX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | AWTAX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | AWTAX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | AWTAX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | AWTAX vs IGNAX |
Top Performing AWTAX Alternatives (YTD)
AWTAX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | AWTAX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | AWTAX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | AWTAX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | AWTAX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | AWTAX vs FSTEX |
Lowest Volatility Alternatives to AWTAX
AWTAX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | AWTAX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | AWTAX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | AWTAX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | AWTAX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | AWTAX vs JEEIX |
Lowest Drawdown Alternatives to AWTAX
AWTAX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | AWTAX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | AWTAX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | AWTAX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | AWTAX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | AWTAX vs JEEIX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | AWTAX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | -0.19% | Apr 18, 1993 | AWTAX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 57 | -3.69% | Feb 27, 2007 | AWTAX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 13 | -2.47% | May 8, 2000 | AWTAX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | AWTAX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | AWTAX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | AWTAX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | AWTAX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | AWTAX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 26 | 1.08% | May 8, 2000 | AWTAX vs NFJEX |
Often Compared With AWTAX
What investors most often compare with AWTAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | AWTAX vs VFIAX | |
| Fidelity Select Utilities Portfolio | Utilities Equities | 75 | 6.77% | Dec 9, 1981 | AWTAX vs FSUTX | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | AWTAX vs RYEIX |
Compare AWTAX with Any Fund or Stock
Compare AWTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.