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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$20.50
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets572.67M
Calvert Global Water A
Price$28.40
Change-$0.40 (-1.39%)
VolumeN/A
Net Assets522.42M
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
May 23, 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: 573M vs. CFWAX (522M). CFWAX pays higher dividends than AWTAX: CFWAX (1.56) vs AWTAX (0.29). 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 : -3.01 vs. AWTAX (-4.98). CFWAX return over 5 years is better than : 63.13 vs. AWTAX (42.56).
| 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 | 9.115 | 7.784 | 117% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 522M | 110% |
| Annual Yield % from dividends | 0.29 | 1.56 | 19% |
| Returns for 1 year | -4.98 | -3.01 | 166% |
| Returns for 3 years | 20.70 | 20.74 | 100% |
| Returns for 5 years | 42.56 | 63.13 | 67% |
| Returns for 10 years | 59.85 | 70.75 | 85% |
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