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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$17.25
Change+$0.89 (+5.44%)
VolumeN/A
Net Assets493.79M
Calvert Global Water A
Price$25.72
Change+$1.45 (+5.97%)
VolumeN/A
Net Assets513.35M
AWTCX vs CFWAX Comparison Chart
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AWTCX vs. CFWAX commentary
Apr 10, 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
CFWAX (513M) and AWTCX (494M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.60) 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 : -13.08 vs. AWTCX (-14.68). CFWAX return over 5 years is better than : 42.33 vs. AWTCX (15.29).
| 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 | -6.406 | -8.084 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 513M | 96% |
| Annual Yield % from dividends | 0.00 | 1.60 | - |
| Returns for 1 year | -14.68 | -13.08 | 112% |
| Returns for 3 years | -10.76 | -6.18 | 174% |
| Returns for 5 years | 15.29 | 42.33 | 36% |
| Returns for 10 years | 30.97 | 48.72 | 64% |
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