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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$19.69
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets560.22M
Calvert Global Water A
Price$28.32
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets522.42M
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
May 14, 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 AWTIX is a Buy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 560M vs. CFWAX (522M). CFWAX pays higher dividends than AWTIX: CFWAX (1.56) vs AWTIX (0.75). AWTIX was incepted earlier than CFWAX: AWTIX (17 years) vs CFWAX (17 years). CFWAX (1.29) and AWTIX (1.23) have similar cost to investors . CFWAX is a more actively managed with annual turnover of: 29.00 vs. AWTIX (22.00). CFWAX has a lower initial minimum investment than AWTIX: CFWAX (1000) vs AWTIX (1000000). CFWAX annual gain was more profitable for investors over the last year : -4.80 vs. AWTIX (-6.18). CFWAX return over 5 years is better than : 66.15 vs. AWTIX (45.11).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | 0.93 | 1.24 | 75% |
| Annual Report Gross Expense Ratio | 1.23 | 1.29 | 95% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 6.760 | 4.528 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 522M | 107% |
| Annual Yield % from dividends | 0.75 | 1.56 | 48% |
| Returns for 1 year | -6.18 | -4.80 | 129% |
| Returns for 3 years | 18.35 | 17.23 | 107% |
| Returns for 5 years | 45.11 | 66.15 | 68% |
| Returns for 10 years | 55.72 | 63.43 | 88% |
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