AWTCX
Price
$19.44
Change
-$0.14 (-0.72%)
Updated
Sep 25 closing price
Net Assets
561.03M
CFWAX
Price
$30.13
Change
-$0.26 (-0.86%)
Updated
Sep 25 closing price
Net Assets
564.6M
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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$19.44
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets561.03M
Calvert Global Water A
Price$30.13
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets564.6M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Sep 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 Hold and CFWAX is a Hold.

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FUNDAMENTALS
Fundamentals
CFWAX (565M) and AWTCX (561M) 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 (18 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 : -1.98 vs. AWTCX (-4.86). CFWAX return over 5 years is better than : 50.06 vs. AWTCX (20.10).
AWTCXCFWAXAWTCX / CFWAX
Total Expense Ratio1.971.24159%
Annual Report Gross Expense Ratio2.241.29174%
Fund Existence18 years17 years-
Gain YTD10.99813.73580%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets561M565M99%
Annual Yield % from dividends0.001.42-
Returns for 1 year-4.86-1.98246%
Returns for 3 years30.2742.6371%
Returns for 5 years20.1050.0640%
Returns for 10 years72.05122.0759%
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