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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$21.25
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets584.9M
Calvert Global Water A
Price$30.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets549.11M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Aug 29, 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: 585M vs. CFWAX (549M). 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 : 1.97 vs. AWTIX (-0.31). CFWAX return over 5 years is better than : 47.74 vs. AWTIX (29.63).
| 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 | 15.251 | 14.970 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 549M | 107% |
| Annual Yield % from dividends | 0.72 | 1.47 | 49% |
| Returns for 1 year | -0.31 | 1.97 | -16% |
| Returns for 3 years | 25.20 | 28.47 | 89% |
| Returns for 5 years | 29.63 | 47.74 | 62% |
| Returns for 10 years | 84.40 | 109.43 | 77% |
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