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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
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AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Jul 11, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. AWTAX (498M). CFWAX pays higher dividends than AWTAX: CFWAX (0.92) vs AWTAX (0.83). AWTAX was incepted earlier than CFWAX: AWTAX (18 years) vs CFWAX (18 years). AWTAX (1.49) is less costly to investors than CFWAX (1.29). AWTAX is a more actively managed with annual turnover of: 29.00 vs. CFWAX (24.00). 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 : 3.96 vs. AWTAX (-9.34). CFWAX return over 5 years is better than : 13.35 vs. AWTAX (-12.56).
| AWTAX | CFWAX | AWTAX / CFWAX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.49 | 1.29 | 116% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 0.369 | 5.417 | 7% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 565M | 88% |
| Annual Yield % from dividends | 0.83 | 0.92 | 90% |
| Returns for 1 year | -9.34 | 3.96 | -236% |
| Returns for 3 years | 1.24 | 17.58 | 7% |
| Returns for 5 years | -12.56 | 13.35 | -94% |
| Returns for 10 years | 44.04 | 93.42 | 47% |
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