Interact to see
Advertisement
Advertisement
AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets573.1M
Calvert Global Water A
Price$30.94
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
AWTCX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTCX vs. CFWAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
AWTCX (573M) and CFWAX (566M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.41) vs AWTCX (0.00). AWTCX was incepted earlier than CFWAX: AWTCX (18 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 : -0.99 vs. AWTCX (-4.02). CFWAX return over 5 years is better than : 43.04 vs. AWTCX (14.75).
| AWTCX | CFWAX | AWTCX / CFWAX | |
| Total Expense Ratio | 1.97 | 1.24 | 159% |
| Annual Report Gross Expense Ratio | 2.24 | 1.29 | 174% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.832 | 15.569 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 566M | 101% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -4.02 | -0.99 | 405% |
| Returns for 3 years | 31.07 | 42.41 | 73% |
| Returns for 5 years | 14.75 | 43.04 | 34% |
| Returns for 10 years | 65.03 | 109.60 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers