AWTAX
Price
$21.77
Change
-$0.06 (-0.27%)
Updated
Aug 28 closing price
Net Assets
584.9M
CFWAX
Price
$30.71
Change
-$0.01 (-0.03%)
Updated
Aug 28 closing price
Net Assets
549.11M
Interact to see
Advertisement

AWTAX vs CFWAX

Header iconAWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAXBanner chart's image
Virtus Duff & Phelps Water A
Price$21.77
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets584.9M
Calvert Global Water A
Price$30.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets549.11M
AWTAX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AWTAX vs. CFWAX commentary
Aug 30, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWTAX has more cash in the bank: 585M vs. CFWAX (549M). 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 : 1.97 vs. AWTAX (-0.39). CFWAX return over 5 years is better than : 47.74 vs. AWTAX (28.33).
AWTAXCFWAXAWTAX / CFWAX
Total Expense Ratio1.221.2498%
Annual Report Gross Expense Ratio1.481.29115%
Fund Existence17 years17 years-
Gain YTD15.01614.970100%
Front Load6%5%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets585M549M107%
Annual Yield % from dividends0.281.4719%
Returns for 1 year-0.391.97-20%
Returns for 3 years24.4428.4786%
Returns for 5 years28.3347.7459%
Returns for 10 years83.74109.4377%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LTCN9.680.23
+2.44%
Grayscale Litecoin Trust (LTC)
FRNW18.040.27
+1.54%
Fidelity Clean Energy ETF
SHEH53.340.11
+0.21%
SHELL PLC ADRHEDGED SHEH
KCE156.20-0.23
-0.15%
SPDR® S&P Capital Markets ETF
XLRE42.08-0.11
-0.26%
The Real Estate Select Sector SPDR®