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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$20.97
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets577.12M
Calvert Global Water A
Price$30.12
Change+$0.25 (+0.84%)
VolumeN/A
Net Assets549.11M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Aug 08, 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 (577M) and CFWAX (549M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.47) vs AWTIX (0.72). 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 : 4.54 vs. AWTIX (1.69). CFWAX return over 5 years is better than : 45.72 vs. AWTIX (26.33).
| 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 | 12.710 | 11.789 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 549M | 105% |
| Annual Yield % from dividends | 0.72 | 1.47 | 49% |
| Returns for 1 year | 1.69 | 4.54 | 37% |
| Returns for 3 years | 17.59 | 21.01 | 84% |
| Returns for 5 years | 26.33 | 45.72 | 58% |
| Returns for 10 years | 72.54 | 93.95 | 77% |
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