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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$21.20
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets574.06M
Calvert Global Water A
Price$29.87
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets546.26M
AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Jul 12, 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 StrongBuy and CFWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWTAX (574M) and CFWAX (546M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTAX: CFWAX (1.47) 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 : 4.74 vs. AWTAX (1.30). CFWAX return over 5 years is better than : 56.81 vs. AWTAX (33.85).
| 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 | 11.380 | 11.340 | 100% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 546M | 105% |
| Annual Yield % from dividends | 0.28 | 1.47 | 19% |
| Returns for 1 year | 1.30 | 4.74 | 27% |
| Returns for 3 years | 28.45 | 30.91 | 92% |
| Returns for 5 years | 33.85 | 56.81 | 60% |
| Returns for 10 years | 70.96 | 88.29 | 80% |
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