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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$20.66
Change-$0.27 (-1.29%)
VolumeN/A
Net Assets570.86M
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
AWTAX has more cash in the bank: 571M vs. CFWAX (529M). CFWAX pays higher dividends than AWTAX: CFWAX (1.51) vs AWTAX (0.28). 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 : 0.56 vs. AWTAX (-0.89). CFWAX return over 5 years is better than : 54.68 vs. AWTAX (37.09).
| 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 | 10.274 | 7.635 | 135% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 529M | 108% |
| Annual Yield % from dividends | 0.28 | 1.51 | 19% |
| Returns for 1 year | -0.89 | 0.56 | -160% |
| Returns for 3 years | 30.54 | 28.13 | 109% |
| Returns for 5 years | 37.09 | 54.68 | 68% |
| Returns for 10 years | 65.76 | 76.73 | 86% |
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