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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$21.31
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets573.37M
Calvert Global Water A
Price$29.78
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets549.11M
AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Aug 06, 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 (573M) and CFWAX (549M) 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 : 4.32 vs. AWTAX (1.44). CFWAX return over 5 years is better than : 46.10 vs. AWTAX (25.26).
| 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 | 11.749 | 10.891 | 108% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 549M | 104% |
| Annual Yield % from dividends | 0.28 | 1.47 | 19% |
| Returns for 1 year | 1.44 | 4.32 | 33% |
| Returns for 3 years | 16.83 | 20.75 | 81% |
| Returns for 5 years | 25.26 | 46.10 | 55% |
| Returns for 10 years | 73.02 | 96.65 | 76% |
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