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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$20.33
Change+$0.16 (+0.79%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$30.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
AWTCX vs CFWAX Comparison Chart
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AWTCX vs. CFWAX commentary
Nov 23, 2024
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 StrongBuy and CFWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWTCX has more cash in the bank: 637M vs. CFWAX (566M). 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 : 16.04 vs. AWTCX (14.65). CFWAX return over 5 years is better than : 48.73 vs. AWTCX (27.54).
| 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 | 10.055 | 8.651 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 566M | 113% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 14.65 | 16.04 | 91% |
| Returns for 3 years | -11.92 | 2.63 | -453% |
| Returns for 5 years | 27.54 | 48.73 | 57% |
| Returns for 10 years | 61.70 | 64.68 | 95% |
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