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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$20.93
Change-$0.16 (-0.76%)
VolumeN/A
Net Assets552.7M
Calvert Global Water A
Price$29.82
Change-$0.27 (-0.90%)
VolumeN/A
Net Assets559.91M
AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Nov 20, 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 AWTAX is a Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (560M) and AWTAX (553M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTAX: CFWAX (1.42) vs AWTAX (0.27). AWTAX was incepted earlier than CFWAX: AWTAX (18 years) vs CFWAX (17 years). AWTAX (1.48) is less costly to investors than CFWAX (1.29). CFWAX is a more actively managed with annual turnover of: 29.00 vs. AWTAX (22.00). AWTAX (6%) and CFWAX (5%) have equivalent initial investment costs. CFWAX has a lower initial minimum investment than AWTAX: CFWAX (1000) vs AWTAX (2500). CFWAX annual gain was more profitable for investors over the last year : -0.14 vs. AWTAX (-1.43). CFWAX return over 5 years is better than : 31.10 vs. AWTAX (13.33).
| AWTAX | CFWAX | AWTAX / CFWAX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.48 | 1.29 | 115% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 11.117 | 11.602 | 96% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 560M | 99% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | -1.43 | -0.14 | 1,047% |
| Returns for 3 years | 17.38 | 22.73 | 76% |
| Returns for 5 years | 13.33 | 31.10 | 43% |
| Returns for 10 years | 67.28 | 100.01 | 67% |
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