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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
Sep 09, 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 Buy and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 552M vs. AWTAX (477M). CFWAX pays higher dividends than AWTAX: CFWAX (0.93) vs AWTAX (0.84). 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 : 1.48 vs. AWTAX (-12.13). CFWAX return over 5 years is better than : 7.91 vs. AWTAX (-18.94).
| 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 | -0.421 | 6.342 | -7% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 552M | 86% |
| Annual Yield % from dividends | 0.84 | 0.93 | 91% |
| Returns for 1 year | -12.13 | 1.48 | -822% |
| Returns for 3 years | 4.82 | 23.19 | 21% |
| Returns for 5 years | -18.94 | 7.91 | -239% |
| Returns for 10 years | 40.36 | 94.78 | 43% |
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