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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$17.94
Change-$0.13 (-0.72%)
VolumeN/A
Net Assets587.35M
Calvert Global Water A
Price$27.24
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets529.86M
AWTCX vs CFWAX Comparison Chart
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AWTCX vs. CFWAX commentary
Jan 23, 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 AWTCX is a Hold and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTCX has more cash in the bank: 587M vs. CFWAX (530M). CFWAX pays higher dividends than AWTCX: CFWAX (1.15) vs AWTCX (0.00). AWTCX was incepted earlier than CFWAX: AWTCX (17 years) vs CFWAX (16 years). CFWAX is a more actively managed with annual turnover of: 30.00 vs. AWTCX (19.00). CFWAX has a lower initial minimum investment than AWTCX: CFWAX (1000) vs AWTCX (2500). CFWAX annual gain was more profitable for investors over the last year : 1.75 vs. AWTCX (0.39). CFWAX return over 5 years is better than : 27.29 vs. AWTCX (6.27).
| AWTCX | CFWAX | AWTCX / CFWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 1.701 | 1.946 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 530M | 111% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 0.39 | 1.75 | 22% |
| Returns for 3 years | -7.00 | -0.74 | 951% |
| Returns for 5 years | 6.27 | 27.29 | 23% |
| Returns for 10 years | 47.68 | 74.45 | 64% |
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