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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.15
Change-$0.24 (-1.24%)
VolumeN/A
Net Assets570.86M
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
AWTCX vs CFWAX Comparison Chart
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AWTCX vs. CFWAX commentary
Jun 14, 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: 571M vs. CFWAX (529M). CFWAX pays higher dividends than AWTCX: CFWAX (1.51) vs AWTCX (0.00). AWTCX was incepted earlier than CFWAX: AWTCX (17 years) vs CFWAX (17 years). AWTCX (2.24) is less costly to investors than CFWAX (1.29). CFWAX is a more actively managed with annual turnover of: 29.00 vs. AWTCX (22.00). 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 : 0.56 vs. AWTCX (-2.17). CFWAX return over 5 years is better than : 54.68 vs. AWTCX (30.50).
| AWTCX | CFWAX | AWTCX / CFWAX | |
| Total Expense Ratio | 1.97 | 1.24 | 159% |
| Annual Report Gross Expense Ratio | 2.24 | 1.29 | 174% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.921 | 7.635 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 529M | 108% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -2.17 | 0.56 | -391% |
| Returns for 3 years | 26.73 | 28.13 | 95% |
| Returns for 5 years | 30.50 | 54.68 | 56% |
| Returns for 10 years | 54.06 | 76.73 | 70% |
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