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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$21.80
Change+$0.17 (+0.79%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$30.70
Change+$0.18 (+0.59%)
VolumeN/A
CapitalizationN/A
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
Nov 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWTAX has more cash in the bank: 640M vs. CFWAX (566M). CFWAX pays higher dividends than AWTAX: CFWAX (1.15) vs AWTAX (0.58). AWTAX was incepted earlier than CFWAX: AWTAX (17 years) vs CFWAX (16 years). CFWAX is a more actively managed with annual turnover of: 30.00 vs. AWTAX (19.00). CFWAX has a lower initial minimum investment than AWTAX: CFWAX (1000) vs AWTAX (2500). AWTAX (17.44) and CFWAX (16.73) have marching annual gain over last year. CFWAX return over 5 years is better than : 49.61 vs. AWTAX (35.31).
| AWTAX | CFWAX | AWTAX / CFWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 12.487 | 9.292 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 566M | 113% |
| Annual Yield % from dividends | 0.58 | 1.15 | 51% |
| Returns for 1 year | 17.44 | 16.73 | 104% |
| Returns for 3 years | -7.32 | 3.57 | -205% |
| Returns for 5 years | 35.31 | 49.61 | 71% |
| Returns for 10 years | 74.42 | 65.07 | 114% |
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