AWTCX
Price
$17.79
Change
+$0.08 (+0.45%)
Updated
Dec 20 closing price
CFWAX
Price
$26.84
Change
+$0.17 (+0.64%)
Updated
Dec 20 closing price
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AWTCX vs CFWAX

Header iconAWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAXBanner chart's image
Virtus Duff & Phelps Water C
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$26.84
Change+$0.17 (+0.64%)
VolumeN/A
CapitalizationN/A
AWTCX vs CFWAX Comparison Chart
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AWTCX vs. CFWAX commentary
Dec 23, 2024

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 (586M) and CFWAX (578M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.15) vs AWTCX (0.00). AWTCX was incepted earlier than CFWAX: AWTCX (17 years) vs CFWAX (16 years). CFWAX is a more actively managed with annual turnover of: 30.00 vs. AWTCX (19.00). CFWAX has a lower initial minimum investment than AWTCX: CFWAX (1000) vs AWTCX (2500). AWTCX annual gain was more profitable for investors over the last year : -1.55 vs. CFWAX (-1.80). CFWAX return over 5 years is better than : 28.21 vs. AWTCX (10.47).
AWTCXCFWAXAWTCX / CFWAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years16 years-
Gain YTD-2.253-2.91777%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets586M578M101%
Annual Yield % from dividends0.001.15-
Returns for 1 year-1.55-1.8086%
Returns for 3 years-14.14-6.31224%
Returns for 5 years10.4728.2137%
Returns for 10 years43.3963.9168%
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