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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.59
Change-$2.24 (-10.75%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Dec 19, 2024
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 Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 619M vs. CFWAX (578M). CFWAX pays higher dividends than AWTIX: CFWAX (1.15) vs AWTIX (0.86). AWTIX was incepted earlier than CFWAX: AWTIX (16 years) vs CFWAX (16 years). CFWAX is a more actively managed with annual turnover of: 30.00 vs. AWTIX (19.00). CFWAX has a lower initial minimum investment than AWTIX: CFWAX (1000) vs AWTIX (1000000). AWTIX annual gain was more profitable for investors over the last year : 9.88 vs. CFWAX (8.36). CFWAX return over 5 years is better than : 41.84 vs. AWTIX (31.39).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 10.707 | 7.405 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 578M | 107% |
| Annual Yield % from dividends | 0.86 | 1.15 | 75% |
| Returns for 1 year | 9.88 | 8.36 | 118% |
| Returns for 3 years | -0.02 | 3.62 | -1% |
| Returns for 5 years | 31.39 | 41.84 | 75% |
| Returns for 10 years | 74.67 | 83.10 | 90% |
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