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 a closer substitute for your current allocation.
Cheapest Alternatives to AWTAX
AWTAX charges 1.22% annually. There are 50 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | AWTAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | AWTAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | AWTAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | AWTAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | AWTAX vs PRNEX |
Best Risk-Adjusted Alternatives to AWTAX
AWTAX has a PortfoliosLab risk / return rank of 3. There are 87 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | AWTAX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | AWTAX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | AWTAX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | AWTAX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | AWTAX vs GOFIX |
Top Performing AWTAX Alternatives (YTD)
AWTAX is at -2.63% YTD. There are 87 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | AWTAX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | AWTAX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | AWTAX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | AWTAX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | AWTAX vs MLOZX |
Lowest Volatility Alternatives to AWTAX
AWTAX has 13.44% 1-year volatility. There are 25 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | AWTAX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | AWTAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | AWTAX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | AWTAX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | AWTAX vs EIPIX |
Lowest Drawdown Alternatives to AWTAX
AWTAX has a 1-year max drawdown of -12.17%. There are 68 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | AWTAX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | AWTAX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | AWTAX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | AWTAX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | AWTAX vs IEYYX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 53 | 26.58% | — | Dec 1995 | AWTAX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 22.00% | — | Apr 1993 | AWTAX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 73 | 10.20% | — | Feb 2007 | AWTAX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 19 | 14.57% | — | Nov 1979 | AWTAX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 21.60% | — | Jul 2013 | AWTAX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 84 | 14.99% | — | Dec 1997 | AWTAX vs ALOIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 15 | 1.15% | — | Feb 1984 | AWTAX vs PGWCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 45 | 13.47% | — | May 2000 | AWTAX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 76 | 1.53% | — | Oct 2011 | AWTAX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 5 | -8.49% | — | Feb 2002 | AWTAX vs RAGHX |
Often Compared With AWTAX
Investors most often compare AWTAX with VFIAX, FSUTX, AZMIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AWTAX with Any Fund or Stock
Compare AWTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWTAX with funds that move differently
Virtus Water Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWTAX.
Explore AWTAX Diversifiers