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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$19.30
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets587.35M
Calvert Global Water A
Price$27.24
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets529.86M
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
Jan 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 Hold and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTAX has more cash in the bank: 587M vs. CFWAX (530M). 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 : 1.75 vs. AWTAX (1.66). CFWAX return over 5 years is better than : 27.29 vs. AWTAX (11.54).
| 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 | 1.946 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 530M | 111% |
| Annual Yield % from dividends | 0.58 | 1.15 | 51% |
| Returns for 1 year | 1.66 | 1.75 | 95% |
| Returns for 3 years | -4.25 | -0.74 | 578% |
| Returns for 5 years | 11.54 | 27.29 | 42% |
| Returns for 10 years | 58.82 | 74.45 | 79% |
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