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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.91
Change+$0.24 (+1.22%)
VolumeN/A
Net Assets573.41M
Calvert Global Water A
Price$30.39
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets549.11M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Sep 06, 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 (573M) and CFWAX (549M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.42) 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 : 1.13 vs. AWTCX (-2.14). CFWAX return over 5 years is better than : 46.03 vs. AWTCX (20.06).
| 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 | 11.508 | 12.650 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 549M | 104% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -2.14 | 1.13 | -189% |
| Returns for 3 years | 21.34 | 29.75 | 72% |
| Returns for 5 years | 20.06 | 46.03 | 44% |
| Returns for 10 years | 71.19 | 113.58 | 63% |
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