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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.58
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets571.88M
Calvert Global Water A
Price$30.08
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets546.26M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Jul 26, 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 StrongBuy and CFWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AWTCX (572M) and CFWAX (546M) have equal amount of cash in the bank . 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 : 2.84 vs. AWTCX (-3.02). CFWAX return over 5 years is better than : 51.81 vs. AWTCX (21.24).
| 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 | 10.884 | 12.313 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 546M | 105% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | -3.02 | 2.84 | -107% |
| Returns for 3 years | 18.19 | 26.52 | 69% |
| Returns for 5 years | 21.24 | 51.81 | 41% |
| Returns for 10 years | 61.41 | 97.35 | 63% |
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