AWTCX
Price
$19.73
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
577.17M
CFWAX
Price
$29.98
Change
+$0.09 (+0.30%)
Updated
Jul 3 closing price
Net Assets
546.26M
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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$19.73
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets577.17M
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
AWTCX has more cash in the bank: 577M vs. CFWAX (546M). 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 : 6.56 vs. AWTCX (2.45). CFWAX return over 5 years is better than : 57.47 vs. AWTCX (28.59).
AWTCXCFWAXAWTCX / CFWAX
Total Expense Ratio1.971.24159%
Annual Report Gross Expense Ratio2.241.29174%
Fund Existence17 years17 years-
Gain YTD11.50811.86497%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets577M546M106%
Annual Yield % from dividends0.001.47-
Returns for 1 year2.456.5637%
Returns for 3 years25.2930.7082%
Returns for 5 years28.5957.4750%
Returns for 10 years61.1389.5168%
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