Ad is loading...
AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$21.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$30.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
AWTAX vs CFWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. CFWAX commentary
Nov 14, 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 Sell 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 (17.72) and CFWAX (17.28) have marching annual gain over last year. CFWAX return over 5 years is better than : 47.97 vs. AWTAX (34.25).
| 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 | 11.610 | 8.900 | 130% |
| 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 | 17.72 | 17.28 | 103% |
| Returns for 3 years | -9.59 | 2.36 | -406% |
| Returns for 5 years | 34.25 | 47.97 | 71% |
| Returns for 10 years | 76.07 | 67.27 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USBLX | 28.33 | 0.02 | +0.07% |
| Victory Growth and Tax Strategy | |||
| QUERX | 26.36 | N/A | N/A |
| AQR Large Cap Defensive Style R6 | |||
| GRSIX | 9.37 | -0.01 | -0.11% |
| Brookfield Global Rnwbls & Sst Infrs I | |||
| FSBKX | 20.43 | -0.04 | -0.20% |
| Federated Hermes Global Allocation R | |||
| MRIBX | 22.56 | -0.14 | -0.62% |
| MFS Research International B | |||