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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$19.12
Change-$0.18 (-0.93%)
VolumeN/A
Net Assets554.53M
Calvert Global Water A
Price$27.15
Change-$0.30 (-1.09%)
VolumeN/A
Net Assets531.44M
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
AWTAX (555M) and CFWAX (531M) have equal amount of cash in the bank . 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). CFWAX annual gain was more profitable for investors over the last year : -0.85 vs. AWTAX (-3.50). CFWAX return over 5 years is better than : 26.98 vs. AWTAX (9.44).
| 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 | 1.686 | 2.732 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 531M | 105% |
| Annual Yield % from dividends | 0.58 | 1.15 | 51% |
| Returns for 1 year | -3.50 | -0.85 | 412% |
| Returns for 3 years | 1.99 | 3.67 | 54% |
| Returns for 5 years | 9.44 | 26.98 | 35% |
| Returns for 10 years | 54.27 | 67.92 | 80% |
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