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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$19.20
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets545.13M
Calvert Global Water A
Price$26.48
Change-$0.57 (-2.11%)
VolumeN/A
Net Assets523.92M
AWTAX vs CFWAX Comparison Chart
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AWTAX vs. CFWAX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
AWTAX (545M) and CFWAX (524M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTAX: CFWAX (1.60) vs AWTAX (0.30). 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 : -4.50 vs. AWTAX (-6.08). CFWAX return over 5 years is better than : 75.24 vs. AWTAX (46.22).
| 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 | 1.633 | 0.674 | 242% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 524M | 104% |
| Annual Yield % from dividends | 0.30 | 1.60 | 19% |
| Returns for 1 year | -6.08 | -4.50 | 135% |
| Returns for 3 years | -2.10 | 0.28 | -747% |
| Returns for 5 years | 46.22 | 75.24 | 61% |
| Returns for 10 years | 55.15 | 63.62 | 87% |
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