Ad is loading...
AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$19.69
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets548.1M
Calvert Global Water A
Price$27.21
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets513.35M
AWTAX vs CFWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. CFWAX commentary
Apr 28, 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 Buy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTAX has more cash in the bank: 548M vs. CFWAX (513M). CFWAX pays higher dividends than AWTAX: CFWAX (1.60) vs AWTAX (0.30). AWTAX was incepted earlier than CFWAX: AWTAX (17 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 : -1.26 vs. AWTAX (-3.39). CFWAX return over 5 years is better than : 61.41 vs. AWTAX (35.54).
| AWTAX | CFWAX | AWTAX / CFWAX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.48 | 1.29 | 115% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 3.741 | 1.834 | 204% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 513M | 107% |
| Annual Yield % from dividends | 0.30 | 1.60 | 19% |
| Returns for 1 year | -3.39 | -1.26 | 268% |
| Returns for 3 years | 10.19 | 10.63 | 96% |
| Returns for 5 years | 35.54 | 61.41 | 58% |
| Returns for 10 years | 53.70 | 59.13 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers