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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.34
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets552.7M
Calvert Global Water A
Price$29.82
Change-$0.27 (-0.90%)
VolumeN/A
Net Assets559.91M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
CFWAX (560M) and AWTCX (553M) 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 : -0.14 vs. AWTCX (-2.70). CFWAX return over 5 years is better than : 31.10 vs. AWTCX (7.94).
| AWTCX | CFWAX | AWTCX / CFWAX | |
| Total Expense Ratio | 1.97 | 1.24 | 159% |
| Annual Report Gross Expense Ratio | 2.24 | 1.29 | 174% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 10.431 | 11.602 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 560M | 99% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -2.70 | -0.14 | 1,969% |
| Returns for 3 years | 13.98 | 22.73 | 62% |
| Returns for 5 years | 7.94 | 31.10 | 26% |
| Returns for 10 years | 55.63 | 100.01 | 56% |
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