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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$20.03
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets586.2M
Calvert Global Water A
Price$30.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets549.11M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Aug 16, 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 Buy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTCX has more cash in the bank: 586M vs. CFWAX (549M). CFWAX pays higher dividends than AWTCX: CFWAX (1.47) 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 : 3.64 vs. AWTCX (-0.69). CFWAX return over 5 years is better than : 46.68 vs. AWTCX (20.77).
| 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 | 14.002 | 14.296 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 549M | 107% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | -0.69 | 3.64 | -19% |
| Returns for 3 years | 11.78 | 19.75 | 60% |
| Returns for 5 years | 20.77 | 46.68 | 44% |
| Returns for 10 years | 63.14 | 100.72 | 63% |
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